SIERRA PACIFIC PRIVATE WEALTH, LLC
SEC Form ADV profile.
Total regulatory AUM
$245,900,000
Discretionary
$237,000,000
Non-discretionary
$8,900,000
Firm details
- CRD number
- 131738
- SEC file number
- 801-123728
- Main office
- PLEASANTON, CA, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.