Sierra Investment Management, LLC
Sierra Investment Management, LLC is an SEC-registered wealth manager in Santa Monica, CA with $360.9M assets under management (AUM, regulatory AUM), -6% over one year. See who owns Sierra Investment Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 106615, SEC 801-42954, data through 2026-05-06.
- AUM (assets under management / regulatory AUM)
- $360.9M (2026-05-06)
- Firm type
- Wealth Manager
- Location
- Santa Monica, CA
- Employees
- 34
- Clients
- 312
- CRD
- 106615
- Ownership
- SLEEPER, KENNETH, LEE; WRIGHT, DAVID, C.; WRIGHT, DAVID, CHANDLER; LOEFFLER, DOUGLAS, ANDREW; SCHWEISS, ALBERT, GEORGE
How much AUM does Sierra Investment Management, LLC have?
Sierra Investment Management, LLC reported $360.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-06).
Who owns Sierra Investment Management, LLC?
Disclosed owners and executives of Sierra Investment Management, LLC include SLEEPER, KENNETH, LEE, WRIGHT, DAVID, C., WRIGHT, DAVID, CHANDLER, LOEFFLER, DOUGLAS, ANDREW, SCHWEISS, ALBERT, GEORGE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.