Sierra Summit Advisors LLC
● SEC registered since 2023CRD 328151SEC# 801-128786
Reg. AUM
$780.8M
Employees
7
Accounts
484
Location
—
Sierra Summit Advisors LLC assets under management
Sierra Summit Advisors LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2023. It reports $780.8 million in regulatory assets under management and employs 7 people.
Sierra Summit Advisors LLC owners & executives
7 reported| 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 |
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Join to unlock · $37/moFrequently asked questions
How much does Sierra Summit Advisors LLC manage?
Sierra Summit Advisors LLC reports $780.8 million in regulatory assets under management on its Form ADV.
How many employees does Sierra Summit Advisors LLC have?
Sierra Summit Advisors LLC reports 7 employees.
Does Sierra Summit Advisors LLC disclose fund performance?
Sierra Summit Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 847-652-5070 |
| Office hours | 8a.m. - 5p.m. Pst |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$780.8M▲ 84%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$780.8Mregulatory AUM
Discretionary $777.5MNon-discretionary $3.3M