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SIERRA ASSET MANAGEMENT

OAKHURST, CA · CRD 108685 · IAPD ↗ · 559-658-5193

$462.3MRegulatory AUM
1Advisory reps
3Employees
0Clients
11-25Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
March 2026 — SIERRA ASSET MANAGEMENT reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
April 2025 — SIERRA ASSET MANAGEMENT notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.