Sierra Financial Advisory
Sierra Financial Advisory is an SEC-registered mass-market adviser with $144.9M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Sierra Financial Advisory: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 130934, SEC 801-117220, data through 2026-03-03.
- AUM (assets under management / regulatory AUM)
- $144.9M (2026-03-03)
- Firm type
- Mass-Market Adviser
- Employees
- 2
- Clients
- 173
- CRD
- 130934
- Ownership
- TOMKIEWICZ, JOSEPH; STANLEY, SHERRY, E; Tomkiewicz, Michael, Henry
How much AUM does Sierra Financial Advisory have?
Sierra Financial Advisory reported $144.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-03).
Who owns Sierra Financial Advisory?
Disclosed owners and executives of Sierra Financial Advisory include TOMKIEWICZ, JOSEPH, STANLEY, SHERRY, E, Tomkiewicz, Michael, Henry. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.