SONNET, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $148.4M |
| Discretionary | $138.2M93% of AUM |
| Non-Discretionary | $10.3M |
| Client Accounts | 484 |
| Avg Account Size | $307K |
| Employees | 4 |
| Peak AUM | $148.4MMar 2026 |
| AUM CAGR | +36.5% /yrover 1 yrs · 3 filings |
AUM by Client Type
Total AUM
$148M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $148M | +26.3% | — | — | — |
| Discretionary AUM | $138M | +24.2% | |||
Key Metrics
| Total AUM | $148.4M |
| Discretionary | $138.2M |
| Employees | 4 |
| Client Accounts | 484 |
| Client Range | 0 |
Contact & Location
Address
18935 I-45 NORTH
SPRING TX 77388
Phone
281-404-4346
Filing History
3 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Pension ConsultingAdviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$138M
93.1% of AUM
Non-Discretionary
$10M
6.9% of AUM
Disc. mix ▼ 1.5pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Investment Adviser