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SIERRA MANAGEMENT GROUP

RENO, NV · CRD 307227 · IAPD ↗ · sierramgmt.group · 775-284-2552

$127.1MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
2Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2026 — SIERRA MANAGEMENT GROUP (RENO, NV) is newly SEC-registered with $127.1M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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