SIERRA NEVADA WEALTH MANAGEMENT, LLC

Overview

Sierra Nevada Wealth Management, LLC is a small, SEC-registered RIA focused on fee-based portfolio management for individuals, families and small businesses, with the capacity to serve businesses or institutional clients. The firm emphasizes managed exposure to public funds and mutual funds as its primary allocation vehicle rather than direct security picking or heavy in-house alternative strategies. Its service model supports multiple billing approaches—percentage of AUM, hourly and fixed fees—so clients can be billed in ways that suit planning and advisory engagements. The firm is not an active ESG investor, does not act as a pension consultant, and is not a capital allocator to outside private funds. It lists a trust company affiliation as part of its industry relationships, which supports estate and fiduciary needs for clients who require trust services alongside advisory oversight.

Assets & Accounts

Investments & Alternatives

Location & Offices