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Sonoma Wealth Advisors Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Sonoma Wealth Advisors is a financial services firm based in Sonoma, California, located at 539 Broadway, Suite a, Sonoma, California 95476, United States. The firm employs 11 to 50 people. Its services include structured financial and investment planning aimed at guiding clients toward financial goals. In 2025, Sonoma Wealth Advisors received recognition from Advisor Hub as a Top RIA and as an RIA To Watch in 2025. Revenue is reported in the range of $10 million to $25 million. More information is available on its website, sonomawealthadvisors.com.

Find Sonoma Wealth Advisors employees' phone numbers or email addresses

Sonoma Wealth Advisors Global Highlights

Location
Employees

North America
24

Minus sign iconPlus sign icon
  • United States Of America
    24

Sonoma Wealth Advisors's Leadership

  • Stylized image of a person
    R. V. S.
    Partner Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. J.
    Portfolio Manager / Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. H.
    Senior Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. G. A.
    Principal Advisor
    Phone icon
    Mobile Phone

Sonoma Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Business
  • Administrative
  • Analytics
  • Other

Contact profiles from Sonoma Wealth Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. V. S.
    Partner Advisor
    Phone icon
    Mobile Phone
    United StatesUtah
    Jun 03, 2024
  • Stylized image of a person
    J. J.
    Portfolio Manager / Wealth Advisor
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    S. H.
    Senior Advisor
    Phone icon
    Mobile Phone
    UNITED STATES
    Oct 18, 2024
  • Stylized image of a person
    T. G. A.
    Principal Advisor
    Phone icon
    Mobile Phone
    Oct 21, 2024

Frequently Asked Questions

What is Sonoma Wealth Advisors known for?

Minus sign iconPlus sign iconSonoma Wealth Advisors was founded in 2019 operates in the Financial Services industry. The company's main headquarters is located in 539 Broadway Suite a Sonoma, California 95476 United States. Explore Sonoma Wealth Advisors's company overview page for more information.

What is Sonoma Wealth Advisors's most common email format?

Minus sign iconPlus sign iconSonoma Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sonoma Wealth Advisors email formats with LeadIQ.

How many employees does Sonoma Wealth Advisors have currently?

Minus sign iconPlus sign iconSonoma Wealth Advisors has approximately 13 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Sonoma Wealth Advisors's key employees and leadership?

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As of May 2026, Sonoma Wealth Advisors's key employees include:

  • Partner Advisor: R. V. S.
  • Portfolio Manager / Wealth Advisor: J. J.
  • Senior Advisor: S. H.
  • Principal Advisor: T. G. A.

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