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| Keyboard |
| Sierra Financial Advisory Incorporated
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|---|---|
| CRD # | 130934 |
| SEC # | 801-117220 |
| CIK # | |
| AUM | 144.9 M (2026-03-03) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 530-470-8939 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 128 | 41.4 |
| (b) Individuals (high net worth individuals) | 45 | 96.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 6.2 |
| (h) Charitable organizations | 0 | 1.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 457 | 144.9 |
| By Discretionary | ||
| Discretionary | 435 | 138.6 |
| Non-Discretionary | 22 | 6.3 |
| Total | 457 | 144.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 144.9 | |
| Total | 457 | 144.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
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|---|---|---|
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✚
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BFI Wealth Solutions LLC
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Winnacle Wealth LLC
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Davis Davis and Conover Wealth Management LLC
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|
TN | 144.9 M |
|
Betro Mileszko & Company LLC
✚
|
MA | 144.8 M |
|
Wagner Financial LLC
✚
|
OR | 144.7 M |
|
Ean Equity Financial Services LLC
✚
|
144.7 M |