# SIERRA PACIFIC PRIVATE WEALTH, LLC

SIERRA PACIFIC PRIVATE WEALTH, LLC of PLEASANTON, CA is an SEC-registered investment adviser.

## Registration

- CRD: 131738
- Type: SEC-registered investment adviser
- SEC file number: 801-123728
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Zheng Wan | PRINCIPAL, CHIEF COMPLIANCE OFFICER | — |
| WAN ZHENG | PRINCIPAL, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/131738/brochure
- Similar advisers: https://search.stillhousedata.com/firm/131738/similar
- Related entities: https://search.stillhousedata.com/firm/131738/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/131738

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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.