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| Sierra Pacific Private Wealth LLC
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|---|---|
| CRD # | 131738 |
| SEC # | 801-123728 |
| CIK # | |
| AUM | $245.9 M (2026-02-23) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 925-223-8868 |
| Address | 7077 Koll Center Parkway Pleasanton, CA 94566 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 39 | 11.6 |
| (b) Individuals (high net worth individuals) | 251 | 225.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 8.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 294 | 245.9 |
| By Discretionary | ||
| Discretionary | 290 | 237.0 |
| Non-Discretionary | 4 | 8.9 |
| Total | 294 | 245.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 245.9 | |
| Total | 294 | 245.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
KBC Holdings LLC
✚
|
0.2 | |
|
Aegis Wealth Group LLC
✚
|
UT | 0.2 |
|
Eudaimonia Asset Management LLC
✚
|
TN | 0.2 |
|
Tenet Wealth Partners LLC
✚
|
IL | 0.2 |
|
17 Capital Partners LLC
✚
|
AZ | 0.2 |
|
Wealthway Financial Advisors
✚
|
VA | 0.2 |
|
Legacy Solutions LLC
✚
|
PA | 0.2 |
|
Rinaldi Wealth Management Inc
✚
|
FL | 0.2 |
|
Retirewise Tax and Wealth Advisors Inc
✚
|
KS | 0.2 |
|
210 Wealth Management Inc
✚
|
IL | 0.2 |