SIERRA PACIFIC PRIVATE WEALTH, LLC

SIERRA PACIFIC PRIVATE WEALTH, LLC of PLEASANTON, CA is an SEC-registered investment adviser (CRD 131738). Regulatory assets under management: $245.9M.

Registration

• CRD: 131738
• SEC file number: 801-123728
• Type: Registered investment adviser
• Location: 7077 KOLL CENTER PARKWAY, SUITE 120, PLEASANTON, CA, 94566
• Phone: 925-223-8868
• Latest filing: 2026-02-23
• Regulatory AUM: $245.9M
• Discretionary AUM: $237.0M
• Non-discretionary AUM: $8.9M
• Clients: 7
• Accounts: 294

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 131738 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search