Sierra Nevada Wealth Management, LLC

Overview

Sierra Nevada Wealth Management, LLC is a privately owned limited liability company that provides fee-based advisory services to individuals and families, as well as to small businesses and other institutions. The firm’s advisory work centers on portfolio management for both individual/small-business clients and business or institutional clients. Its billing options include a percentage-of-AUM fee model alongside hourly and fixed-fee arrangements. The firm is state-registered in California and Nevada and reports an affiliation with a trust company. The firm does not identify as an active ESG investor and does not list itself as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices