Richard Charles Mordesovich

Employer firm

Sonoma Private Wealth LLC CRD 308547

$158M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• FAMILY OFFICE AND WEALTH PLANNING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2008 → 02/2018
  Baker Avenue Asset Management
  San Francisco, CA
• 02/2018 → 07/2020
  Silicon Private Wealth Llc
  San Francisco, CA
• 04/2020 → Present
  Sonoma Private Wealth Llc
  Novato, CA
• 07/2018 → 07/2020
  Silicon Private Wealth, Llc
  San Francisco, CA

Previous Registrations

• 2018-02-09 → 2020-07-14
  Silicon Private Wealth, Llc
  San Francisco, CA
• 2008-10-02 → 2018-02-07
  Bakeravenue
  San Francisco, CA
• 2005-08-03 → 2008-03-04
  Neuberger Berman Bd Llc
  San Francisco, CA
  New York, NY
  San Francisco, CA
  San Francisco, CA
• 2003-08-19 → 2005-07-06
  Banc Of America Investment Services, Inc.
  San Francisco, CA
• 2003-06-11 → 2003-08-20
  Banc Of America Securities Llc
  San Francisco, CA

Other Businesses

1.) I OWN TWO RENTAL PROPERTIES THAT I SPEND 1 HOUR PER WEEK ON AVERAGE-NOT DURING SECURITIES TRADING HOURS. PURCHASE DATE: OCTOBER 2021. 2.) DONOR ADVISED FUND: THE MORDESOVICH-CHASE FAMILY CHARITABLE GIFT FUND. SPEND APPROXIMATELY 1 HOUR PER MONTH NOT DURING SECURITIES TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-12-04
• S63 Uniform Securities Agent State Law Examination
  1993-05-28