Sierra Nevada Wealth Management, LLC

Overview

Sierra Nevada Wealth Management, LLC is an SEC-registered advisory firm that provides portfolio management services to individuals, families, small businesses and other business or institutional clients. The firm is structured as a limited liability company owned by an individual and reports a mix of fee arrangements, including a percentage-of-AUM model alongside hourly and fixed-fee engagements. Sierra Nevada identifies its client base primarily as individual and family households and lists a trust company among its industry affiliations. The adviser does not self-identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices