# Fermata Advisors

Fermata Advisors is a Bank / Wealth / Trust based in Sonoma, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Sonoma, United States
- **Region:** North America
- **Address:** Sonoma, CA, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** fermataadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/sonoma-wealth

## Regulatory record

- **CRD number:** 305614
- **SEC file number:** 801-117411
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/305614

## About

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.

## 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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- [Ferguson Wealth Management](https://altss.com/profile/ferguson-wealth-management)
- [Ferrell Financial Group](https://altss.com/profile/ferrell-financial-group)

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Last updated: 2026-06-03T20:00:00.000Z

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