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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

FERMATA ADVISORS

FERMATA ADVISORS, LLC, CRD 305614

SONOMA, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ab9df4cd-2edd-a941-f6ff-b4311dc53453

Data as of Aug 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 24
Dated events: 10
On other graphs: 0
Observed: Aug 29, 2019 to Aug 5, 2026
47 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.68 fund_share=0.0 institutional_share=0.3 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.0BItem 5.F on the latest filing (2026-08-05); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $708M
Private client RAUM: $688MderivedItem 5.D individuals plus high net worth individuals
Private client share: 68%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 14
RAUM per advisor: $72.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 26
Advisory employees: 12
Offices: 5Schedule D 1.F, beyond the principal office
Accounts: 3,879
Individual clients: 2,122
High net worth clients: 693
SEC number: 801-117411
CRD: 305614
Filings on the tape: 47
First filed: Aug 29, 2019
Latest filed: Aug 5, 2026
Organised: Limited Liability Company, CA
Website: richfinancial.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
CHRISTOPHER DAVID SIPES	n/a	SONOMA, CA	6	17	1	no
DAREN E BLONSKI	Certified Financial Planner	SONOMA, CA	6	14	3	no
Clayton J Dunkle	n/a	Sonoma, CA \| SONOMA, CA	6	11	n/a	no
Zachary Paul	Certified Financial Planner	SONOMA, CA \| Parker, CO	5	12	1	no
Russell Daniel Van Sistine	Certified Financial Planner	SANTA ROSA, CA \| SONOMA, CA \| St. George, UT	5	10	1	no
Shelby T Wirick	n/a	SONOMA, CA	3	10	n/a	no
WILLIAM STEPHEN MURRAY	Certified Financial Planner	SONOMA, CA \| Petaluma, CA	3	29	5	no
Davis Jackson Rich	n/a	SONOMA, CA \| Chico, CA	3	16	n/a	no
Silvio Gaetano Bettinelli	n/a	Napa, CA \| SONOMA, CA	3	13	n/a	no
Mason Garth Moore	n/a	Chico, CA \| SONOMA, CA	2	9	2	no
Rebecca Christine Rich	n/a	Chico, CA \| SONOMA, CA	2	10	1	no
ZACHARY JAMES WEIRICH	Certified Financial Planner	Auburn, CA	2	11	4	no
Mariam Sherilyn Saboori Shamlow	n/a	SONOMA, CA	0	11	1	no
Francisco Jose Alcantar	n/a	SONOMA, CA	0	22	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BLONSKI, DAREN, E	Member	E	yes	08/2019	Aug 5, 2026	Aug 5, 2026
SIPES, CHRISTOPHER, DAVID	CHIEF COMPLIANCE OFFICER	C	yes	08/2019	Aug 5, 2026	Aug 5, 2026

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
FERMATA TAX, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
SANTA ROSA	CA	United States	4	no
Chico	CA	United States	2	no
Sonoma	CA	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$1.0B	$708M	27	13	5	n/a	n/a
2024	Apr 4, 2025	$1.1B	$919M	24	17	5	n/a	n/a
2023	Mar 29, 2024	$974M	$802M	24	12	4	n/a	n/a
2022	Mar 25, 2023	$734M	$671M	19	11	4	n/a	n/a
2021	Mar 16, 2022	$497M	$410M	10	8	2	n/a	n/a
2020	Feb 26, 2021	$197M	$149M	10	8	1	n/a	n/a
2019	Jan 31, 2020	$118M	$96.8M	2	0	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	1	0	7.1%	0	1	0	3	4

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.0B	$1.1B	-11.9%	$734M	11.2%	26	24	5	5

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
SONOMA ALLOCATIONS	3	Jun 7, 2025	Aug 3, 2025	SANTA ROSA, CA	Team lift out	RIA to new firm	18.8%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WELLS FARGO ADVISORS	2	May 20, 2021	May 17, 2021	FORT BRAGG, CA	Team lift out	Wirehouse to RIA	0.0%

Relationships

Registered with (19)

← Francisco Jose AlcantarAdvisorregistration: current employment
Sep 2, 2026 to presentfactForm ADV
← Mariam Sherilyn Saboori ShamlowAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← ZACHARY JAMES WEIRICHAdvisorregistration: current employment
Jul 1, 2024 to presentfactForm ADV
← Rebecca Christine RichAdvisorregistration: previous registration
Aug 4, 2023 to Sep 1, 2023factForm ADV
← Mason Garth MooreAdvisorregistration: current employment
Nov 14, 2023 to presentfactForm ADV
← Silvio Gaetano BettinelliAdvisorregistration: current employment
Sep 3, 2023 to presentfactForm ADV
← Davis Jackson RichAdvisorregistration: current employment
Aug 4, 2023 to presentfactForm ADV
← WILLIAM STEPHEN MURRAYAdvisorregistration: current employment
Jan 12, 2023 to presentfactForm ADV
← Shelby T WirickAdvisorregistration: current employment
Oct 6, 2022 to presentfactForm ADV
← Russell Daniel Van SistineAdvisorregistration: current employment
Jul 23, 2021 to presentfactForm ADV
← Zachary PaulAdvisorregistration: current employment
Oct 16, 2020 to presentfactForm ADV
← Clayton J DunkleAdvisorregistration: current employment
Jul 25, 2020 to presentfactForm ADV
← CHRISTOPHER DAVID SIPESAdvisorregistration: current employment
Sep 30, 2019 to presentfactForm ADV
← DAREN E BLONSKIAdvisorregistration: current employment
Sep 30, 2019 to presentfactForm ADV
← TERESA MARIE UPDEGRAFFAdvisorregistration: previous registration
May 25, 2022 to Jun 22, 2026factForm ADV
← KEVIN CHARLES MORROWAdvisorregistration: previous registration
May 17, 2021 to Jun 7, 2025factForm ADV
← TODD ARTHUR GOMESAdvisorregistration: previous registration
Dec 16, 2020 to Jun 7, 2025factForm ADV
← BEN FRANK SEDILLOAdvisorregistration: previous registration
May 17, 2021 to Jun 7, 2025factForm ADV
← Adilene CalixtroAdvisorregistration: previous registration
Feb 18, 2021 to Jul 13, 2022factForm ADV

Moved with (2)

→ SONOMA ALLOCATIONSRegistered adviser3 advisors, team lift out, same day
Jun 7, 2025 to Aug 3, 2025factForm ADV
← WELLS FARGO ADVISORSRegistered adviser2 advisors, team lift out, same day
May 20, 2021 to May 17, 2021factForm ADV

Controls (2)

← SIPES, CHRISTOPHER, DAVIDOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 29, 2019 to Dec 2, 2024factForm ADV
← BLONSKI, DAREN, EOwnerMEMBER, ownership code E, individual
Aug 29, 2019 to Dec 2, 2024factForm ADV

Dated events

Occurred
Jun 22, 2026
Advisor changed firm
Teresa Marie Updegraff left Fermata Advisors for Osaic Wealth, Inc. (registered 2026-07-13)
Form ADVobserved 6 days ago
Occurred
Jun 7, 2025
Team lift-out
3 advisors left Fermata Advisors (Santa Rosa, CA) for Sonoma Allocations on the same day
Form ADVobserved 6 days ago
3 advisors
Occurred
Jun 7, 2025
Advisor changed firm
Ben Frank Sedillo left Fermata Advisors for Sonoma Allocations (registered 2025-05-09)
Form ADVobserved 6 days ago
Occurred
Jun 7, 2025
Advisor changed firm
Todd Arthur Gomes left Fermata Advisors for Sonoma Allocations (registered 2025-05-09)
Form ADVobserved 6 days ago
Occurred
Jun 7, 2025
Advisor changed firm
Kevin Charles Morrow left Fermata Advisors for Sonoma Allocations (registered 2025-08-03)
Form ADVobserved 6 days ago
Occurred
Mar 29, 2024
Regulatory AUM changed
Fermata Advisors reported RAUM $973.8M, up 33% from $733.8M (2024-02-07 to 2024-03-29)
Form ADVobserved 6 days ago
$240M
Occurred
Mar 25, 2023
Regulatory AUM changed
Fermata Advisors reported RAUM $733.8M, up 48% from $497.0M (2023-01-31 to 2023-03-25)
Form ADVobserved 6 days ago
$237M
Occurred
Jul 13, 2022
Advisor changed firm
Adilene Calixtro left Fermata Advisors for Dfpg Investments, Llc (registered 2023-03-01)
Form ADVobserved 6 days ago
Occurred
Mar 16, 2022
Regulatory AUM changed
Fermata Advisors reported RAUM $497.0M, up 153% from $196.6M (2022-02-03 to 2022-03-16)
Form ADVobserved 6 days ago
$300M
Occurred
Aug 29, 2019
First Form ADV filing
Sonoma Wealth Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ab9df4cd-2edd-a941-f6ff-b4311dc53453
First observed: Aug 29, 2019
Last observed: Aug 5, 2026 47 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FERMATA ADVISORS

FERMATA ADVISORS, LLC, CRD 305614

SONOMA, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ab9df4cd-2edd-a941-f6ff-b4311dc53453

Data as of Aug 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:50 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CHRISTOPHER DAVID SIPES

n/a

SONOMA, CA

DAREN E BLONSKI

Certified Financial Planner

SONOMA, CA

Clayton J Dunkle

n/a

Sonoma, CA | SONOMA, CA

n/a

Zachary Paul

Certified Financial Planner

SONOMA, CA | Parker, CO

Russell Daniel Van Sistine

Certified Financial Planner

SANTA ROSA, CA | SONOMA, CA | St. George, UT

Shelby T Wirick

n/a

SONOMA, CA

n/a

WILLIAM STEPHEN MURRAY

Certified Financial Planner

SONOMA, CA | Petaluma, CA

Davis Jackson Rich

n/a

SONOMA, CA | Chico, CA

n/a

Silvio Gaetano Bettinelli

n/a

Napa, CA | SONOMA, CA

n/a

Mason Garth Moore

n/a

Chico, CA | SONOMA, CA

Rebecca Christine Rich

n/a

Chico, CA | SONOMA, CA

ZACHARY JAMES WEIRICH

Certified Financial Planner

Auburn, CA

Mariam Sherilyn Saboori Shamlow

n/a

SONOMA, CA

Francisco Jose Alcantar

n/a

SONOMA, CA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BLONSKI, DAREN, E

Member

yes

08/2019

Aug 5, 2026

SIPES, CHRISTOPHER, DAVID

CHIEF COMPLIANCE OFFICER

yes

08/2019

Aug 5, 2026

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

FERMATA TAX, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

SANTA ROSA

United States

Chico

United States

Sonoma

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$1.0B

$708M

n/a

2024

Apr 4, 2025

$1.1B

$919M

n/a

2023

Mar 29, 2024

$974M

$802M

n/a

2022

Mar 25, 2023

$734M

$671M

n/a

2021

Mar 16, 2022

$497M

$410M

n/a

2020

Feb 26, 2021

$197M

$149M

n/a

2019

Jan 31, 2020

$118M

$96.8M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

7.1%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.0B

$1.1B

-11.9%

$734M

11.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

SONOMA ALLOCATIONS

Jun 7, 2025

Aug 3, 2025

SANTA ROSA, CA

Team lift out

RIA to new firm

18.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WELLS FARGO ADVISORS

May 20, 2021

May 17, 2021

FORT BRAGG, CA

Team lift out

Wirehouse to RIA

0.0%