# SIERRA INVESTMENT MANAGEMENT, LLC

SIERRA INVESTMENT MANAGEMENT, LLC of SANTA MONICA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 106615
- Type: SEC-registered investment adviser
- SEC file number: 801-42954
- Location: 3420 OCEAN PARK BLVD, STE 3060, SANTA MONICA, CA, 90405
- Phone: 310-452-1887
- Latest filing: 2026-07-15
- Regulatory AUM: $360.9M
- Discretionary AUM: $360.9M
- Clients: 34
- Accounts: 759

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Other

## Officers, owners & control persons (26)

_Showing 25 of 26 people._

| Name | Role | Location |
| --- | --- | --- |
| Vanda Sarina Freesman | CHIEF MARKETING OFFICER | — |
| Kenneth Lee Sleeper | MANAGING MEMBER; OWNER | — |
| David Chandler Wright | MANAGING MEMBER; OWNER; TRUSTEE | — |
| Kristine Janel Stromeyer | CHIEF OPERATING OFFICER | — |
| Albert George Schweiss | CHIEF EXECUTIVE OFFICER | — |
| Erik Winfield Morris | CHIEF COMPLIANCE OFFICER | — |
| James Edwin Staubin | CHIEF INVESTMENT OFFICER | — |
| Ryan Andreas Harder | CHIEF INVESTMENT STRATEGIST | — |
| Annalisa Donati | CHIEF FINANCIAL OFFICER | — |
| SLEEPER KENNETH LEE | OWNER; SR. VICE PRESIDENT/DIRECTOR | — |
| WRIGHT DAVID C | PRESIDENT/DIRECTOR; PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER | — |
| MORRIS CURTIS W | CHIEF COMPLIANCE OFFICER | — |
| WRIGHT DAVID CHANDLER | CHIEF EXECUTIVE OFFICER; OWNER; PRESIDENT (+1 more) | — |
| SCHWEISS ALBERT GEORGE | CHIEF EXECUTIVE OFFICER | — |
| MOORE ALBERT ASHOK | CHIEF COMPLIANCE OFFICER | — |
| SPATH THERESA FRANCES | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER | — |
| BUNZEL PHYLLIS JOY | CHIEF COMPLIANCE OFFICER | — |
| Stromeyer Kristine | CHIEF FINANCIAL OFFICER/CHIEF OPERATING OFFICER | — |
| STAUBIN JAMES EDWIN | CHIEF INVESTMENT OFFICER | — |
| FREESMAN VANDA SARINA | CHIEF MARKETING OFFICER | — |
| LOEFFLER DOUGLAS ANDREW | EXECUTIVE VICE-PRESIDENT INVESTMENT MANAGEMENT | — |
| MORRIS ERIK WINFIELD | CHIEF COMPLIANCE OFFICER | — |
| HARDER RYAN ANDREAS | CHIEF INVESTMENT STRATEGIST | — |
| STROMEYER KRISTINE JANEL | CHIEF OPERATING OFFICER | — |
| Donati Annalisa | CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106615/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106615/similar
- Related entities: https://search.stillhousedata.com/firm/106615/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106615

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.