SIERRA NEVADA WEALTH MANAGEMENT, LLC
CRD #145304 SEC #801-74439 RENO, NV 775-297-4681
SEC Registered
Total AUM
$38.2M
Discretionary
$18.5M
Employees
2
Clients
--
Accounts
157
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2021 | $38.2M | $18.5M | $19.7M | 2 | 0 |
| Jul 2021 | $38.2M | $18.5M | $19.7M | 2 | 0 |
| Jul 2021 | $38.2M | $18.5M | $19.7M | 2 | 0 |
| Jun 2021 | $38.2M | $18.5M | $19.7M | 2 | 0 |
| May 2021 | $38.2M | $18.5M | $19.7M | 2 | 0 |
| Apr 2021 | $38.2M | $18.5M | $19.7M | 2 | 0 |
| Mar 2021 | $38.2M | $18.5M | $19.7M | 1 | 0 |
| Mar 2021 | $38.2M | $18.5M | $19.7M | 1 | 0 |
| Mar 2021 | $122.1M | $111.9M | $10.2M | 1 | 0 |
| Oct 2020 | $122.1M | $111.9M | $10.2M | 1 | 0 |
| Jun 2020 | $122.1M | $111.9M | $10.2M | 1 | 0 |
| Mar 2020 | $122.1M | $111.9M | $10.2M | 1 | 0 |
| Mar 2019 | $95.4M | $87.4M | $8M | 1 | 0 |
| Mar 2018 | $96.7M | $87.8M | $8.9M | 1 | 0 |
| Mar 2018 | $96.7M | $87.8M | $8.9M | 2 | 0 |
| Mar 2018 | $96.7M | $87.8M | $8.9M | 3 | 0 |
| May 2017 | $644.5M | $7.3M | $637.1M | 5 | 200 |
| Mar 2017 | $644.5M | $7.3M | $637.1M | 4 | 200 |
| Sep 2016 | $416.2M | $409M | $7.2M | 4 | 200 |
| Mar 2016 | $416.2M | $409M | $7.2M | 4 | 200 |
| Mar 2015 | $357.4M | $349.9M | $7.5M | 4 | 200 |
| Mar 2014 | $210.5M | $203.1M | $7.4M | 4 | 200 |
| Mar 2013 | $143.1M | $137.8M | $5.3M | 4 | 200 |
| Nov 2012 | $106.8M | $101.3M | $5.5M | 4 | 200 |
| May 2012 | $106.8M | $101.3M | $5.5M | 1 | 200 |
| Feb 2012 | $107.5M | $21.5M | $86M | 1 | 200 |
DateJul 2021
Total AUM$38.2M
Discretionary$18.5M
Non-Disc.$19.7M
Employees2
Clients0
DateJul 2021
Total AUM$38.2M
Discretionary$18.5M
Non-Disc.$19.7M
Employees2
Clients0
DateJul 2021
Total AUM$38.2M
Discretionary$18.5M
Non-Disc.$19.7M
Employees2
Clients0
DateJun 2021
Total AUM$38.2M
Discretionary$18.5M
Non-Disc.$19.7M
Employees2
Clients0
DateMay 2021
Total AUM$38.2M
Discretionary$18.5M
Non-Disc.$19.7M
Employees2
Clients0
DateApr 2021
Total AUM$38.2M
Discretionary$18.5M
Non-Disc.$19.7M
Employees2
Clients0
DateMar 2021
Total AUM$38.2M
Discretionary$18.5M
Non-Disc.$19.7M
Employees1
Clients0
DateMar 2021
Total AUM$38.2M
Discretionary$18.5M
Non-Disc.$19.7M
Employees1
Clients0
DateMar 2021
Total AUM$122.1M
Discretionary$111.9M
Non-Disc.$10.2M
Employees1
Clients0
DateOct 2020
Total AUM$122.1M
Discretionary$111.9M
Non-Disc.$10.2M
Employees1
Clients0
DateJun 2020
Total AUM$122.1M
Discretionary$111.9M
Non-Disc.$10.2M
Employees1
Clients0
DateMar 2020
Total AUM$122.1M
Discretionary$111.9M
Non-Disc.$10.2M
Employees1
Clients0
DateMar 2019
Total AUM$95.4M
Discretionary$87.4M
Non-Disc.$8M
Employees1
Clients0
DateMar 2018
Total AUM$96.7M
Discretionary$87.8M
Non-Disc.$8.9M
Employees1
Clients0
DateMar 2018
Total AUM$96.7M
Discretionary$87.8M
Non-Disc.$8.9M
Employees2
Clients0
DateMar 2018
Total AUM$96.7M
Discretionary$87.8M
Non-Disc.$8.9M
Employees3
Clients0
DateMay 2017
Total AUM$644.5M
Discretionary$7.3M
Non-Disc.$637.1M
Employees5
Clients200
DateMar 2017
Total AUM$644.5M
Discretionary$7.3M
Non-Disc.$637.1M
Employees4
Clients200
DateSep 2016
Total AUM$416.2M
Discretionary$409M
Non-Disc.$7.2M
Employees4
Clients200
DateMar 2016
Total AUM$416.2M
Discretionary$409M
Non-Disc.$7.2M
Employees4
Clients200
DateMar 2015
Total AUM$357.4M
Discretionary$349.9M
Non-Disc.$7.5M
Employees4
Clients200
DateMar 2014
Total AUM$210.5M
Discretionary$203.1M
Non-Disc.$7.4M
Employees4
Clients200
DateMar 2013
Total AUM$143.1M
Discretionary$137.8M
Non-Disc.$5.3M
Employees4
Clients200
DateNov 2012
Total AUM$106.8M
Discretionary$101.3M
Non-Disc.$5.5M
Employees4
Clients200
DateMay 2012
Total AUM$106.8M
Discretionary$101.3M
Non-Disc.$5.5M
Employees1
Clients200
DateFeb 2012
Total AUM$107.5M
Discretionary$21.5M
Non-Disc.$86M
Employees1
Clients200