# Richard Mordesovich

> Richard Mordesovich is a fee-only financial advisor at Sonoma Private Wealth in Novato, California. Richard focuses on sustainable & impact investing and family wealth transfer. Sonoma Private Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/richard-mordesovich/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Sonoma Private Wealth
- **Based in:** Novato, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $158.5M across 155 accounts
- **Specialties:** Sustainable & impact investing, Family wealth transfer
- **CRD:** 2342709 (https://adviserinfo.sec.gov/individual/summary/2342709)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (1993), Series 65 (2000)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.sonomaprivatewealth.com

## Frequently asked questions

### Is Richard Mordesovich a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Sonoma Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Richard charge for financial advice?

Richard's firm, Sonoma Private Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Richard Mordesovich based?

Richard Mordesovich is based in Novato, California.

### What does Richard specialize in?

Richard's specialties include sustainable & impact investing and family wealth transfer.

### Is Richard Mordesovich registered with the SEC?

Yes. Richard Mordesovich is registered as an investment adviser representative in CA and TX (CRD 2342709), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sonoma Private Wealth manage?

Sonoma Private Wealth reports $158.5M across 155 accounts in assets under management.

### How do I contact Richard Mordesovich?

Through Richard's website, www.sonomaprivatewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2342709): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.sonomaprivatewealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.