Richard Charles Mordesovich
Investment adviser representative at Sonoma Private Wealth LLC
18 yearsExperience
2 statesRegistered in
$158.5MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Sonoma Private Wealth LLCApr 2020 to now
- Silicon Private Wealth, LLCFeb 2018 to Jul 2020
- Baker Avenue Asset ManagementSep 2008 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Sonoma Private Wealth LLC
$158.5MAssets managed
85Clients
3Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2342709
- Firm CRD
- 308547