Fermata Advisors

Firm record

As recorded in SEC IAPD

Firm CRD

305614

SEC number

801-117411

Firm type

RIA

Assets under management

$1.0B as of Jun 22, 2026

Website

richfinancial.com ↗

Phone

(707) 938-7414

Address

539 Broadway, Sonoma, CA, 95476

Advisors at this firm

13 in our index · page 1 of 1

• Daren E BlonskiCRD 5974079 · Sonoma, CA
  IA RegisteredRegistration inactive
• Silvio Gaetano BettinelliCRD 7798586 · Napa, CA
  IA Registered
• Clayton J DunkleCRD 7271260 · Sonoma, CA
  IA Registered
• William Stephen MurrayCRD 2779868 · Petaluma, CA
  IA RegisteredRegistration inactive
• Mason Garth MooreCRD 6863231 · Chico, CA
  IA Registered
• Zachary PaulCRD 6372655 · Parker, CO
  IA RegisteredRegistration inactive
• Davis Jackson RichCRD 7379461 · Chico, CA
  IA Registered
• Rebecca Christine RichCRD 7786149 · Chico, CA
  IA Registered
• Christopher David SipesCRD 5849183 · Sonoma, CA
  IA RegisteredRegistration inactive
• Mariam Sherilyn Saboori ShamlowCRD 7196051 · Sonoma, CA
  IA Registered
• Russell Daniel Van SistineCRD 6491510 · St. George, UT
  IA RegisteredRegistration inactive
• Zachary James WeirichCRD 6464388 · Auburn, CA
  IA RegisteredRegistration inactive
• Shelby T WirickCRD 7525753 · Sonoma, CA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.