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SIERRA PACIFIC PRIVATE WEALTH, LLC

CRD 131738 · SEC 801-123728

Visit website

7077 KOLL CENTER PARKWAY, SUITE 120, PLEASANTON, CA, 94566, United States

Phone

925-223-8868

Fax

9256941084

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$245.9M

Discretionary AUM

$237.0M

Team

7 total employees; 3 advisory reps; 12 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-23

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals39$11.6M
High net worth individuals251$225.4M

States served

CA

All web addresses on file

Official SEC filing: View on IAPD