RIA Intel›Advisers›Arizona›SONMORE FINANCIAL LLC

SONMORE FINANCIAL LLC

Advisory

CHANDLER, AZ

Data as of Feb 6, 2026 · Source: SEC Form ADV

Rank in AZ

#291

of 387 advisers by AUM

Average account

$953K

across 91 accounts

AUM per adviser

$87M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 6, 2026.

Total AUM

$87M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$87M

Discretionary AUM$87M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients91

Team

Total Employees4

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, NE, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

91 clients

25 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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