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SIERRA PACIFIC PRIVATE WEALTH, LLC

PLEASANTON, CA · CRD 131738 · IAPD ↗ · 925-223-8868

$245.9MRegulatory AUM
3Advisory reps
7Employees
12Clients
11-25Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
March 2026 — SIERRA PACIFIC FINANCIAL ADVISORS is now doing business as SIERRA PACIFIC PRIVATE WEALTH, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
65
March 2026 — SIERRA PACIFIC PRIVATE WEALTH, LLC now reports custody of client assets ($52.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
61
April 2025 — SIERRA PACIFIC FINANCIAL ADVISORS reported RAUM up 31% ($162.1M -> $212.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
April 2024 — SIERRA PACIFIC FINANCIAL ADVISORS 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
60
April 2024 — SIERRA PACIFIC FINANCIAL ADVISORS reported RAUM up 28% ($126.8M -> $162.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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