Sierra Pacific Private Wealth, LLC
● SEC registered since 2022CRD 131738SEC# 801-123728Pleasanton, CA
Reg. AUM
$245.9M
Employees
7
Accounts
294
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 $245.9 million in regulatory assets under management and employs 7 people.
Sierra Pacific Private Wealth, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Zheng Wan Control | Principal, Chief Compliance Officer | Over 75% | 2005 |
Frequently asked questions
How much does Sierra Pacific Private Wealth, LLC manage?
Sierra Pacific Private Wealth, LLC reports $245.9 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 7 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
| Address | 7077 Koll Center Parkway, Suite 120, Pleasanton, CA 94566 |
| Phone | 925-223-8868 |
| Fax | 9256941084 |
| Office hours | 9:00 a.m. - 5:30p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$245.9M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$245.9Mregulatory AUM
Discretionary $237MNon-discretionary $8.9M