Sierra Ocean, LLC
Sierra Ocean, LLC is an SEC-registered wealth manager in Ripon, CA with $544.6M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Sierra Ocean, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 313829, SEC 801-121123, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $544.6M (2026-03-26)
- Firm type
- Wealth Manager
- Location
- Ripon, CA
- Employees
- 3
- Clients
- 181
- CRD
- 313829
- Ownership
- SCHATZOW, MAX, LOUIS; BURROW, JEFFREY, SCOTT
How much AUM does Sierra Ocean, LLC have?
Sierra Ocean, LLC reported $544.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Sierra Ocean, LLC?
Disclosed owners and executives of Sierra Ocean, LLC include SCHATZOW, MAX, LOUIS, BURROW, JEFFREY, SCOTT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.