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SONOMA WEALTH ADVISORS

EIN 84-2932124-financial services-Latest filing 2024
Plans
1
Retirement
1
$287K assets
Welfare
0
Participants
8
539 BROADWAY, SUITE A - SONOMA, CA 95476707-938-7414sonomawealthadvisors.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001ProfitSharing-$287K - 8 part

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Retirement#001

SONOMA WEALTH ADVISORS PROFIT SHARING PLAN

ProfitSharing

Assets$287K
Participants8
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SONOMA WEALTH ADVISORS PROFIT SHARING PLANProfitSharing$287K82024
Retirement plans
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