The Zofia and David Wright Family Trust
OwnerSierra Investment Management, LLC
About The Zofia and David Wright Family Trust
The Zofia and David Wright Family Trust is listed as Owner at Sierra Investment Management, LLC in Santa Monica, CA. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Sierra Investment Management, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does The Zofia and David Wright Family Trust work?
The Zofia and David Wright Family Trust is listed as Owner at Sierra Investment Management, LLC on SEC Form ADV.
How much of Sierra Investment Management, LLC does The Zofia and David Wright Family Trust own?
Form ADV reports a beneficial ownership band of 50-75%.
Sierra Investment Management, LLC
| Title | Owner |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2026 |