RIA Intel›Advisers›California›SIERRA INVESTMENT PARTNERS, INC.

SIERRA INVESTMENT PARTNERS, INC.

Advisory

N·WALNUT CREEK, CA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$5.5B
1-Year AUM Growth
+20.9%
3-Year CAGR
+0.8%
Employees
5
Assets Under Management
Total AUM$5.5B
Discretionary AUM$5.5B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients120
Team
Total Employees5
Investment Advisers9
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record54
First FilingApr 30, 2001
Latest FilingMar 31, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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