This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-04-2021
- Office Locations
- 1
Office Locations
About Sierra Ocean, LLC
Sierra Ocean Custom Wealth is a California-based, conflict-free fiduciary RIA serving business owners, entrepreneurs, and high-earning professionals nationwide. The firm delivers comprehensive financial planning plus traditional investment management via diversified model portfolios or custom, theme/ESG-aware portfolios. For accredited investors and qualified purchasers, it also sources alternative strategies including real estate, private equity, private credit, and multiple hedge fund approaches. Founder Jeff Burrow has Wall Street experience.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JEFFREY SCOTT BURROW
Advisor, Chief Compliance Officer, Manager
- CRD
- #4119745
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Mayra Yadira Meza
--
- CRD
- #7693192
DEZAREE MAREE SEEDS
Director
- CRD
- #5978580
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $206,471,349 | $391,786 |
| Non-Discretionary | $338,090,026 | $8,246,098 |
| Total | $544,561,375 | $958,735 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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 |
Continue browsing