SIERRA PACIFIC PRIVATE WEALTH, LLC

Overview

Sierra Pacific Private Wealth, LLC is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2022. The firm is individually owned and positions itself as a capital allocator for individual and family clients. Its advisory scope covers financial planning, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars and workshops. Investment activity is centered on managed, discretionary mandates — the firm reports a high proportion of discretionary authority — and a strong reliance on pooled public vehicles such as mutual funds. Sierra Pacific uses multiple fee structures (percentage of AUM, hourly, and fixed fees) to serve a range of client needs. The firm does not identify as an active ESG investor.

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Location & Offices