Overview
Assets Under Management: $97 million
Headquarters: RENO, NV
High-Net-Worth Clients: 30
Average Client Assets: $2.0 million
Frequently Asked Questions
SIERRA NEVADA WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #145304), SIERRA NEVADA WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
SIERRA NEVADA WEALTH MANAGEMENT, LLC is headquartered in RENO, NV.
SIERRA NEVADA WEALTH MANAGEMENT, LLC serves 30 high-net-worth clients according to their SEC filing dated March 27, 2018. View client details ↓
According to their SEC Form ADV, SIERRA NEVADA WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
SIERRA NEVADA WEALTH MANAGEMENT, LLC manages $97 million in client assets according to their SEC filing dated March 27, 2018.
According to their SEC Form ADV, SIERRA NEVADA WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.63%
Average Client Assets: $2.0 million
Total Client Accounts: 361
Discretionary Accounts: 334
Non-Discretionary Accounts: 27
Regulatory Filings
CRD Number: 145304
Filing ID: 1200956
Last Filing Date: 2018-03-27 20:03:00