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SONOMA WEST ADVISORS

· CRD 138687 · IAPD ↗ · 415 497-7533

$255.9MRegulatory AUM
1Advisory reps
1Employees
60Clients
11-25Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
December 2025 — SONOMA WEST ADVISORS changed its website from dtscapital.com to sonomawestadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
58
December 2025 — DTS GROUP LLC is now doing business as SONOMA WEST ADVISORS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
65
April 2024 — DTS GROUP LLC reported RAUM up 53% ($160.5M -> $246.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.