CRD: 131738
Sierra Pacific Private Wealth, LLC
$245.9M Total AUM
$237.0M Disc. AUM
25.5% 3Y CAGR
7 Employees
302 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company · John Hancock · Nationwide · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-10-2015
- Office Locations
- 1
Office Locations
7077 Koll Center Parkway Suite 120 Pleasanton CA
About Sierra Pacific Private Wealth, LLC
Sierra Pacific Private Wealth provides comprehensive financial planning and tax-smart investment management for tech and biotech professionals and entrepreneurs, with deep expertise in equity compensation, IPO/sudden-wealth planning, and diversifying concentrated stock. Fee-only fiduciaries, they also advise on philanthropy and wealth transfer, risk management, and asset protection, and custody with Schwab.
Team overview
-- AVG AGE
$82.0M AVG AUM / ADVISOR
$814.2K AVG AUM / CLIENT
4.3 yrs AVG TENURE
7 Employees
3 Advisory Reps
3 RIA Reps
11yrs Firm Age
Insights
Available
Available
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
ZHENG WAN
Chief Compliance Officer, PRINCIPAL, Retirement Plan Advisor
- CRD
- #4537792
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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T
Tu Thien Nguyen
--
- CRD
- #7645641
Available
Available
Available
J
Jacob Andrew Rodriguez
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- CRD
- #8180304
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $237,000,000 | $817,241 |
| Non-Discretionary | $8,900,000 | $2,225,000 |
| Total | $245,900,000 | $836,395 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Corporate - Investment Grade:
Available Equity - Exchange:
Available Corporate - Non-Investment Grade:
Available Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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