Sonoma Wealth Advisors Employee Directory

Q: What is Sonoma Wealth Advisors known for?

Sonoma Wealth Advisors was founded in 2019. Sonoma Wealth Advisors operates in the Financial Services industry.

Q: How many employees does Sonoma Wealth Advisors have currently?

Sonoma Wealth Advisors has approximately 13 employees.

Financial ServicesUnited States11-50 Employees

Departing for a voyage without a map is a sure way to end up lost. Navigating towards financial freedom is no different.

Without a plan and a principled investment strategy, you may encounter financial roadblocks or take a few wrong turns along the way. With structured financial and investment planning, you’ll have a compass in hand to expedite your way toward financial freedom.

Find Sonoma Wealth Advisors employees' phone numbers or email addresses

Sonoma Wealth Advisors Global Highlights

North America
24

United States Of America
24

Sonoma Wealth Advisors's Leadership

R. V. S.
Partner Advisor
Mobile Phone
Email
J. J.
Portfolio Manager / Wealth Advisor
Mobile Phone
Email
S. H.
Senior Advisor
Mobile Phone
Email
T. G. A.
Principal Advisor
Mobile Phone
Email

Contact profiles from Sonoma Wealth Advisors

Name

Title

Contact Info

Location

Last Update

R. V. S.
Partner Advisor
Mobile Phone
Email
United StatesUtah
Nov 13, 2025
J. J.
Portfolio Manager / Wealth Advisor
Mobile Phone
Email
Oct 22, 2024
S. H.
Senior Advisor
Mobile Phone
Email
UNITED STATES
Oct 18, 2024
T. G. A.
Principal Advisor
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is Sonoma Wealth Advisors known for?

Sonoma 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, CA 95476, US. Explore Sonoma Wealth Advisors's company overview page for more information.

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

Sonoma 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?

Sonoma Wealth Advisors has approximately 13 employees as of December 2025. These team members are located across 1 continents, including North America.

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

As of December 2025, 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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