Sierra Legacy Group
Sierra Legacy Group is an SEC-registered ria in Scottsdale, AZ with $152.7M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Sierra Legacy Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 172113, SEC 801-122455, data through 2026-01-22.
- AUM (assets under management / regulatory AUM)
- $152.7M (2026-01-22)
- Firm type
- Ria
- Location
- Scottsdale, AZ
- Employees
- 7
- Clients
- 24
- CRD
- 172113
- Ownership
- GRENERT, GEOFFREY, ALLEN
How much AUM does Sierra Legacy Group have?
Sierra Legacy Group reported $152.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-22).
Who owns Sierra Legacy Group?
Disclosed owners and executives of Sierra Legacy Group include GRENERT, GEOFFREY, ALLEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.