SIERRA FINANCIAL PLANNING & ASSET MANAGEMENT

SIERRA FINANCIAL PLANNING & ASSET MANAGEMENT of ROSEVILLE, CA is an SEC-registered investment adviser (CRD 125451). Regulatory assets under management: $25.6M.

Registration

• CRD: 125451
• Type: Registered investment adviser
• Location: 1380 LEAD HILL BLVD.,, ROSEVILLE, CA, 95661
• Phone: 916-791-1572
• Latest filing: 2026-03-30
• Regulatory AUM: $25.6M
• Non-discretionary AUM: $25.6M
• Clients: 1
• Accounts: 30

Business model

Compensation: Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 125451 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search