SIERRA PACIFIC PRIVATE WEALTH, LLC
Legal name: SIERRA PACIFIC FINANCIAL ADVISORS
CRD #131738 SEC #801-123728 PLEASANTON, CA 925 223-8868
SEC Registered
Total AUM
$212.7M
Discretionary
$201.2M
Employees
5
Clients
25
Accounts
403
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $212.7M | $201.2M | $11.5M | 5 | 12 |
| Mar 2025 | $212.7M | $201.2M | $11.5M | 5 | 12 |
| Mar 2024 | $162.1M | $154.8M | $7.3M | 5 | 11 |
| Mar 2023 | $130.2M | $124M | $6.2M | 4 | 4 |
| Mar 2023 | $126.8M | $120.4M | $6.4M | 4 | 4 |
| Nov 2022 | $130.2M | $123.1M | $7.1M | 4 | 4 |
| Mar 2022 | $130.2M | $123.1M | $7.1M | 4 | 4 |
DateAug 2025
Total AUM$212.7M
Discretionary$201.2M
Non-Disc.$11.5M
Employees5
Clients12
DateMar 2025
Total AUM$212.7M
Discretionary$201.2M
Non-Disc.$11.5M
Employees5
Clients12
DateMar 2024
Total AUM$162.1M
Discretionary$154.8M
Non-Disc.$7.3M
Employees5
Clients11
DateMar 2023
Total AUM$130.2M
Discretionary$124M
Non-Disc.$6.2M
Employees4
Clients4
DateMar 2023
Total AUM$126.8M
Discretionary$120.4M
Non-Disc.$6.4M
Employees4
Clients4
DateNov 2022
Total AUM$130.2M
Discretionary$123.1M
Non-Disc.$7.1M
Employees4
Clients4
DateMar 2022
Total AUM$130.2M
Discretionary$123.1M
Non-Disc.$7.1M
Employees4
Clients4