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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-05-2014
- Office Locations
- 2
Office Locations
About Sierra Legacy Group
Sierra Legacy Group works with affluent families and family-owned/controlled companies across the U.S., focusing on legacy and business succession planning with deep life insurance expertise. Their process emphasizes thorough discovery, collaborative solution design with clients’ existing advisors, and hands-on implementation with ongoing support. They also review existing and new life insurance policies to help improve performance and educate stakeholders on common industry myths.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GEOFFREY ALLEN GRENERT
Chief Compliance Officer, Managing Director, Managing Member
- CRD
- #2862874
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Garrett Franklin Grenert
Financial Advisor
- CRD
- #7013073
Matthew James Marcewicz
Financial Advisor, General Partner
- CRD
- #4438982
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $152,721,993 | $1,775,837 |
| Non-Discretionary | $0 | -- |
| Total | $152,721,993 | $1,775,837 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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