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Sonoma Wealth Advisors

Sonoma Wealth Advisors Email Formats

Financial ServicesFlag of USSonoma, California, United States11-20 Employees

Sonoma Wealth Advisors Email Formats

Sonoma Wealth Advisors uses 1 email format. The most common is {first initial} (e.g., j@sonomawealthadvisors.com), used 100% of the time.

FormatExamplePercentage
{first initial}
j@sonomawealthadvisors.com
100%

Key Contacts at Sonoma Wealth Advisors

Flag of US

Dano Weir

Director Of Marketing

Flag of US

Rose Rosen

Director Of Client Relations

Company overview

Headquarters539 Broadway, Suite A, Sonoma, CA 95476, US
Phone number+17079387414
Website
NAICS52
Keywords
Investment Management, Investments, Asset Management, Estate Planning, Financial Planning, Wealth Management
Founded2019
Employees11-20
Socials

About Sonoma Wealth Advisors

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.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry
Director
Partner

Employees by Department

Sonoma Wealth Advisors has 6 employees across 2 departments.

Departments

Number of employees

Funding Data

Sonoma Wealth Advisors has never raised funding before.

Sonoma Wealth Advisors Tech Stack

Discover the technologies and tools that power Sonoma Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

reCAPTCHA

Security

Vimeo

Vimeo

Video players

Swiper

Swiper

JavaScript libraries

lit-element

lit-element

JavaScript libraries

jQuery-pjax

jQuery-pjax

Mobile frameworks

Google Maps

Google Maps

Maps

lit-html

lit-html

JavaScript libraries

Microsoft 365

Microsoft 365

Email

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

HTTP/3

HTTP/3

Miscellaneous

Webflow

Webflow

Page builders

Frequently asked questions

Sonoma Wealth Advisors is located in Sonoma, California, US.
You can reach Sonoma Wealth Advisors at +17079387414.
Sonoma Wealth Advisors was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.
Sonoma Wealth Advisors has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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