Sonoma Allocations

Financial Services • 50 Old Courthouse Square, Suite 300, United States • 1-10 Employees

Company overview

Headquarters	50 Old Courthouse Square, Suite 300, Santa Rosa, California 95404, US
Website	sonomaallocations.com
NAICS	52
Keywords	Business Succession Planning, Retirement Planning, Investment Management, Charitable Giving Strategies, Wealth Transfer & Legacy Planning, Risk Management & Insurance Coordination, Behavioral Finance Coaching, Fiduciary Financial Planning, High-Net-Worth Advisory, Client-Centered Planning, Multi-Generational Wealth Guidance, Personalized Asset Allocation, Tax-Aware Portfolio Strategies
Founded	2021
Employees	1-10

Key Contact at Sonoma Allocations

Ben Sedillo

Co-Founder & Managing Partner

Sonoma Allocations Email Formats

Sonoma Allocations uses 1 email format. The most common is {first name} (e.g., john@sonomawealthadvisors.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@sonomawealthadvisors.com	100%

About Sonoma Allocations

At Sonoma Allocations, we provide families, business owners, and multigenerational clients with clear financial guidance rooted in trust and long-term thinking. As a Registered Investment Advisor (RIA), we’re here to help you make confident decisions today and build a plan that supports your goals for decades to come. Whether you’re preparing for retirement, navigating a major transition, or thinking about legacy, we offer experienced, personalized advice without the noise. We don’t believe in overcomplicating things or selling a story. Good financial planning should be straightforward, practical, and built around what actually matters to you and your family. That’s what we focus on; real conversations, honest guidance, and a long-term plan you can trust.

Sonoma Allocations revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Sonoma Allocations has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Sonoma Allocations has never raised funding before.

Frequently asked questions

Sonoma Allocations is located in 50 Old Courthouse Square, Suite 300, US.

Sonoma Allocations was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.

Sonoma Allocations has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Sonoma Allocations

Ben Sedillo

Co-Founder & Managing Partner

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