Sierra Nevada Wealth Management, LLC
Sierra Nevada Wealth Management, LLC is an SEC-registered mass-market adviser with $38.2M assets under management (AUM, regulatory AUM), -69% over one year. See who owns Sierra Nevada Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 145304, data through 2021-07-22.
- AUM (assets under management / regulatory AUM)
- $38.2M (2021-07-22)
- Firm type
- Mass-Market Adviser
- Employees
- 22
- Clients
- 157
- CRD
- 145304
- Ownership
- BROWN, PHILIP, WILSON; WEBER, CONNIE, LYNNE; CRAWFORD, GREGORY, ERWIN; ROBINSON, LOUIS, JAMES
How much AUM does Sierra Nevada Wealth Management, LLC have?
Sierra Nevada Wealth Management, LLC reported $38.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2021-07-22).
Who owns Sierra Nevada Wealth Management, LLC?
Disclosed owners and executives of Sierra Nevada Wealth Management, LLC include BROWN, PHILIP, WILSON, WEBER, CONNIE, LYNNE, CRAWFORD, GREGORY, ERWIN, ROBINSON, LOUIS, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.