# FERMATA ADVISORS

> FINRA firm 305614 · ACTIVE · SONOMA, CA

## Key facts

- **FINRA firm ID:** 305614
- **Firm name:** FERMATA ADVISORS
- **Other names:** FERMATA 401(K) LLC, SONOMA WEALTH ADVISORS, LLC, SONOMA WEALTH ADVISORS, RICH FINANCIAL LLC, RICH FINANCIAL, FERMATA, LLC, FERMATA TAX, FERMATA ADVISORY, LLC, FERMATA ADVISORS, LLC, FERMATA ADVISORS LLC, FERMATA ADVISORS, FERMATA 401K
- **Investment Adviser scope:** ACTIVE
- **SEC IA file number:** 801-117411
- **Branches:** 11
- **Has disclosure events:** No
- **Headquarters:** SONOMA, CA, 95476, United States

## Primary source

FINRA BrokerCheck: https://brokercheck.finra.org/firm/summary/305614

## Citation

> FINRA BrokerCheck, firm 305614 (FERMATA ADVISORS). Retrieved via AI Analytics 2026-06-25 from https://api.ai-analytics.org/broker/305614.

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