RIA Intel›Advisers›Nevada›SIERRA NEVADA WEALTH MANAGEMENT, LLC

SIERRA NEVADA WEALTH MANAGEMENT, LLC

Advisory

N·RENO, NV

Data as of Jul 22, 2021 · Source: SEC Form ADV

Total AUM

$38M

1-Year AUM Growth

-68.7%

3-Year CAGR

-24.4%

Employees

2

Assets Under Management

Total AUM$38M

Discretionary AUM$19M

Non-Discretionary AUM$20M

Discretionary %48.5%

Total Clients—

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Filing History

Total Filings on Record25

First FilingFeb 27, 2012

Latest FilingJul 22, 2021

🔒 Full AUM trend chart and 25 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SIERRA NEVADA WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.