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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 11, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WAN, ZHENG | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| WAN, ZHENG | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| WAN, ZHENG | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| WAN, ZHENG | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| WAN, ZHENG | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| WAN, ZHENG | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| WAN, ZHENG | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| WAN, ZHENG | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| WAN, ZHENG | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Aug 11, 2025 REGISTERED
Notice Filings (1)
CA
Address
7077 KOLL CENTER PARKWAYSUITE 120
PLEASANTON, CA 94566
United States
Phone: 925 223-8868