Zachary J. Weirich

FERMATA ADVISORS

Auburn, CA 95603

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CRD#: 6464388

Professional summary

Zachary James Weirich, AIF®, CFP®, who also goes by Zachary Weirich, Zack Weirich, is a registered financial advisor currently at FERMATA ADVISORS located in Auburn, California.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Zachary has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Zachary Weirich | Zack Weirich

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Insurance Agent ; Investment related; 130 Salinas Drive Vacaville CA 95688; Insurance License, CA Dept. of Insurance #0J25016; Start date: 2020-10-05; Website address: www.SonomaWealthadvisors.com.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary James Weirich's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2023

Experience

Current

July 1, 2024 - Present

FERMATA ADVISORS

Office #1: 1010 Racquet Club Dr., Ste. 107, Auburn, CA 95603

RIA

CRD#: 305614

Auburn, CA

Past

June 29, 2023 - July 3, 2024

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

CONCORD, CA

Past

July 18, 2017 - October 8, 2021

WALNUT CREEK WEALTH MANAGEMENT

RIA

CRD#: 288440

WALNUT CREEK, CA

Past

March 21, 2017 - June 29, 2023

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

CONCORD, CA

Past

March 21, 2017 - July 3, 2024

CETERA WEALTH SERVICES, LLC

CRD#: 13572

CONCORD, CA

Past

July 2, 2015 - March 21, 2017

EDWARD JONES

RIA

CRD#: 250

WALNUT CREEK, CA

Past

May 11, 2015 - March 21, 2017

EDWARD JONES

CRD#: 250

WALNUT CREEK, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FERMATA ADVISORS

CRD#: 305614 / SEC#: 801-117411

RIA

Registered Investment Advisory firm - (9/30/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(7/1/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/1/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/11/2015

General Securities Representative Examination

Current Firm

FERMATA ADVISORS

CRD#: 305614 / SEC#: 801-117411

RIA

Registered Investment Advisory firm - (9/30/2019 Approved)

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Contact information

Main Address

539 Broadway Suite A, Sonoma, CA 95476

Mailing Address

Phone number

(707) 938-7414

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A - FERMATA ADVISORS LLC (4/4/2025)

ADV 2A - SONOMA WEALTH ADVISORS (3/28/2025)

ADV 2A - RICH FINANCIAL (3/28/2025)

Regulatory assets under management

Total Number of Accounts	4,095
AUM (Assets Under Management)	$ 1,145,263,457

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Zachary J. Weirich

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary James Weirich's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA INVESTMENT ADVISERS LLC

WALNUT CREEK WEALTH MANAGEMENT

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

FERMATA ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 7/1/2015

SIE

Date: 10/1/2018

Series 7

Date: 5/11/2015

Current Firm

FERMATA ADVISORS

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FERMATA ADVISORS

TRUST BUT VERIFY

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