Richard Mordesovich
Sonoma Private Wealth · Novato, California
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.
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Specialties
Facts
| Firm | Sonoma Private Wealth |
|---|---|
| Based in | Novato, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $158.5M across 155 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 2342709 |
| Exams passed | Series 63 (1993) · Series 65 (2000) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.sonomaprivatewealth.com |
| Profile |
How Richard's firm compares
- Sonoma Private Wealth's average account is about $1.0 million, from its Form ADV (assets managed divided by 155 accounts).
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Questions about Richard
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Novato
Other advisors in California who focus on sustainable & impact investing
Where this information comes from
- SEC adviser records : 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
- Sonoma Private Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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