SONOMA ALLOCATIONS LLC
Legal name: SONOMA ALLOCATIONS
CRD #335435 SEC #801-132529 SANTA ROSA, CA 707-490-8842
SEC Registered
Total AUM
$308M
Discretionary
$308M
Employees
5
Clients
0
Accounts
815
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $308M | $308M | $0 | 5 | 0 |
| Aug 2025 | $308M | $308M | $0 | 5 | 0 |
| May 2025 | $0 | $0 | $0 | 2 | 0 |
| May 2025 | $0 | $0 | $0 | 2 | 0 |
| Mar 2025 | $0 | $0 | $0 | 2 | 0 |
| Mar 2025 | $0 | $0 | $0 | 2 | 0 |
DateAug 2025
Total AUM$308M
Discretionary$308M
Non-Disc.$0
Employees5
Clients0
DateAug 2025
Total AUM$308M
Discretionary$308M
Non-Disc.$0
Employees5
Clients0
DateMay 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0