Sierra Asset Management
Sierra Asset Management is an SEC-registered mass-market adviser in Oakhurst, CA with $462.3M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Sierra Asset Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108685, SEC 801-56723, data through 2026-02-18.
- AUM (assets under management / regulatory AUM)
- $462.3M (2026-02-18)
- Firm type
- Mass-Market Adviser
- Location
- Oakhurst, CA
- Employees
- 3
- Clients
- 890
- CRD
- 108685
- Ownership
- GRAAS, ALAN, RICHARD; DEBERNARDI, DONALD, ANTHONY; GRAAS FAMILY LIMITED PARTNERSHIP; GRAAS, BARBARA, JEAN; RYAN, MICHAEL, JAMES
How much AUM does Sierra Asset Management have?
Sierra Asset Management reported $462.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-18).
Who owns Sierra Asset Management?
Disclosed owners and executives of Sierra Asset Management include GRAAS, ALAN, RICHARD, DEBERNARDI, DONALD, ANTHONY, GRAAS FAMILY LIMITED PARTNERSHIP, GRAAS, BARBARA, JEAN, RYAN, MICHAEL, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.