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SIERRA SUMMIT ADVISORS LLC
CRD 328151 · SEC 801-128786
CA, United States
Phone
847-652-5070
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$780.8M
Discretionary AUM
$777.5M
Team
7 total employees; 5 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 135 | $710.3M |
| Pension/profit sharing plans | 7 | $15.6M |
| Charitable organizations | 10 | $35.7M |
| Corporations/business entities | 6 | $19.2M |
States served
CA, IL, NV, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD