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Sierra Pacific Private Wealth, LLC

● SEC registered since 2022CRD 131738SEC# 801-123728Pleasanton, CA
Export (members)
Reg. AUM
$212.7M
Employees
5
Accounts
403
Location
Pleasanton, CA

Sierra Pacific Private Wealth, LLC assets under management

Sierra Pacific Private Wealth, LLC operates as an SEC-registered investment adviser based in Pleasanton, CA. The firm has been registered since 2022. It reports $212.7 million in regulatory assets under management and employs 5 people.
www.linkedin.com/company/sierrapacificprivatewealthView on SEC.gov ↗

Sierra Pacific Private Wealth, LLC owners & executives

1 reported
NameTitleOwnershipSince
Zheng Wan ControlPrincipal, Chief Compliance OfficerOver 75%2005

Frequently asked questions

How much does Sierra Pacific Private Wealth, LLC manage?

Sierra Pacific Private Wealth, LLC reports $212.7 million in regulatory assets under management on its Form ADV.

How many employees does Sierra Pacific Private Wealth, LLC have?

Sierra Pacific Private Wealth, LLC reports 5 employees.

Where is Sierra Pacific Private Wealth, LLC located?

Sierra Pacific Private Wealth, LLC is based in Pleasanton, CA and has been SEC-registered since 2022.

Does Sierra Pacific Private Wealth, LLC disclose fund performance?

Sierra Pacific Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7077 Koll Center Parkway, Suite 120, Pleasanton, CA 94566
Phone925-223-8868
Fax9256941084
Office hours9:00 a.m. - 5:30p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$201.2M
Non-discretionary$11.5M
Total (RAUM)$212.7M