| Name | Title | Ownership | Since |
|---|---|---|---|
| Chad Thomas Whiteley | Member | 10-25% | 2024 |
| Denise M Seminetta Trustee, 1st Restatement of Declaration of Trust U/T/D December 22, 2010 Control | Member | 25-50% | 2023 |
| Joseph T Seminetta Trustee, 1st Restatement of Declaration of Trust U/T/D December 22, 2010 Control | Member | 25-50% | 2023 |
Sierra Summit Advisors LLC reports $637.6 million in regulatory assets under management on its Form ADV.
Sierra Summit Advisors LLC reports 7 employees.
Sierra Summit Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 847-652-5070 |
| Office hours | 8a.m. - 5p.m. Pst |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $634.8M |
| Non-discretionary | $2.8M |
| Total (RAUM) | $637.6M |