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Sonoma Allocations

CRD 335435  ·  Santa Rosa, CA  ·  $350.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
335435
SEC number
801-132529
Firm type
RIA
Assets under management
$350.0M as of Apr 16, 2026
Website
sonomaallocations.com ↗
Phone
707-490-8842
Address
50 Old Courthouse Square, Santa Rosa, CA, 95404

Advisors at this firm

3 in our index · page 1 of 1

  • Todd Arthur GomesCRD 5128533 · Santa Rosa, CA
    IA RegisteredRegistration inactive
  • Kevin Charles MorrowCRD 1752418 · Santa Rosa, CA
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • Ben Frank SedilloCRD 5404747 · Santa Rosa, CA
    IA RegisteredRegistration inactive
1–3 of 3

Source & corrections

Where this page comes from

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

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