S
CRD: 145304
Sierra Nevada Wealth Management, LLC
$20.9M Total AUM
$20.9M Disc. AUM
-- 3Y CAGR
1 Employees
99 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-02-2007
- Office Locations
- 3
Office Locations
5 Pine Cone Road Suite 205 Dayton NV
-- -- --
-- -- NV
About Sierra Nevada Wealth Management, LLC
Sierra Nevada Wealth Management, LLC is a Dayton-based RIA with 3 offices. The firm has been operating for 19 years. Managing $20.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$20.9M AVG AUM / ADVISOR
$211.1K AVG AUM / CLIENT
9.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
G
GREGORY ERWIN CRAWFORD
Chief Compliance Officer, President
- CRD
- #2796185
- Ownership
- 50% but less than 75%
Available
Available
Available
P
PHILIP WILSON BROWN
Managing Partner, Partner
- CRD
- #5564300
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 3 owners & executives
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P
PHILIP WILSON BROWN
Managing Partner, Partner
- CRD
- #5564300
Available
Available
Available
G
GREGORY ERWIN CRAWFORD
Chief Compliance Officer, President
- CRD
- #2796185
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,900,000 | $137,403 |
| Non-Discretionary | $0 | $894,138 |
| Total | $20,900,000 | $243,443 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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