Sierra Pacific Private Wealth, LLC
Sierra Pacific Private Wealth, LLC is an SEC-registered mass-market adviser in Pleasanton, CA with $245.9M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Sierra Pacific Private Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 131738, SEC 801-123728, data through 2026-02-23.
- AUM (assets under management / regulatory AUM)
- $245.9M (2026-02-23)
- Firm type
- Mass-Market Adviser
- Location
- Pleasanton, CA
- Employees
- 7
- Clients
- 290
- CRD
- 131738
- Ownership
- WAN, ZHENG
How much AUM does Sierra Pacific Private Wealth, LLC have?
Sierra Pacific Private Wealth, LLC reported $245.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-23).
Who owns Sierra Pacific Private Wealth, LLC?
Disclosed owners and executives of Sierra Pacific Private Wealth, LLC include WAN, ZHENG. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.