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Fermata Advisors
Fermata Advisors is an SEC-registered investment adviser in Sonoma, CA, registered since 2019. The firm manages $1.0 billion in assets, with $708 million on...
Overview
Fermata Advisors is an SEC-registered investment adviser in Sonoma, CA, registered since 2019. The firm manages $1.0 billion in assets, with $708 million on a discretionary basis. It has 26 employees and 13 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2019
Location
Region
North America
Country
United States
City
Sonoma
Corporate office
Sonoma, CA, United States
Frequently asked questions
What type of clients does Fermata Advisors serve?
Fermata Advisors works primarily with high-net-worth individuals, families, and private clients, many of whom are concentrated in the Sonoma and broader Northern California region. The firm's model is suited to clients managing intergenerational wealth tied to closely held businesses, real estate holdings, and agricultural properties. Its advisory services assume a client base that values long-term planning and tax-aware portfolio construction over institutional scale.
Is Fermata Advisors affiliated with a larger financial institution?
Fermata Advisors operates as an independent wealth management firm and is not publicly affiliated with a larger bank, trust company, or financial institution. Its regulatory registrations reflect a standalone advisory entity without a parent consolidator or shared ownership structure.
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