Sierra Ocean, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$282,243,126
Clients
155
Advisors
3
of 3 employees
About
Sierra Ocean provides investment management and financial planning and consulting to individuals (including high‑net‑worth clients), trusts, estates, businesses, non‑profits and retirement plans, offering both discretionary and non‑discretionary advisory arrangements. The firm reports managing roughly $545 million in client assets and primarily charges percentage‑of‑assets fees.
The firm builds client portfolios through tailored asset allocation and ongoing monitoring, using individual equities, fixed income, mutual funds, ETFs, interval funds and private investment funds, with quarterly reporting and periodic reviews. Sierra Ocean also offers held‑away account management via the Pontera platform for defined‑contribution participant accounts and documents its approach to borrowing options such as margin and pledged‑asset loans for specific short‑term client needs while cautioning against borrowing for investment purposes.
Noteworthy relative to many peers, Sierra Ocean operates with a modest advisor team supporting a substantial asset base, resulting in a higher AUM‑per‑advisor footprint and operational focus on managing large held‑away and non‑discretionary portfolios. The firm also discloses use of less‑common practices — explicit borrower arrangements in client accounts, use of DFA funds that involve adviser approval, and formal policies governing AI tools and cybersecurity — and outlines constraints and disclosures intended to manage the associated risks.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $20,000,000: 0.50%
Account minimum: $5,000 minimum annual fee Minimum fee: Minimum annual fee of $5,000 for investment advisory services, may be waived or reduced at discretion Fee-only: Fixed annual retainer fees typically range from $5,000 to $35,000, may be higher in exceptional cases
Main office
521 N Wilma Avenue, Suite C
Ripon CA 95366
Advisors at this office
3
Most active in
California
Also doing business as
Sierra Ocean Custom Wealth · Sierra Ocean, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jeffrey B
CFP®, Series 66
Ripon, CA
Sierra Ocean, LLC
Jeffrey Burrow is a CFP® and Series 66 professional with 26 years of experience in financial advising. He has worked at Sierra Ocean, LLC since 2021 and previously spent seven years with Goldman Sachs Personal Financial Management. Outside of advising, he is a licensed independent insurance agent and a limited partner in a family entertainment trampoline park. Sierra Ocean, LLC provides investment management and financial planning services to individuals, trusts, estates, businesses, nonprofits, and retirement plans. The firm manages approximately $545 million in client assets using tailored asset allocation strategies and offers both discretionary and non-discretionary advisory arrangements.
Dezaree S
CFP®, Series 65
Ripon, CA
Sierra Ocean, LLC
Dezaree Seeds is a Certified Financial Planner (CFP®) with 13 years of industry experience. She has worked at Sierra Ocean, LLC since 2021 and previously held roles at Goldman Sachs Personal Financial Management and United Capital Financial Advisers, LLC. Sierra Ocean, LLC serves individuals, trusts, estates, non-profit organizations, and business entities by providing discretionary and non-discretionary investment management as well as financial planning and consulting. The firm customizes asset allocations using a range of investment vehicles and offers ongoing portfolio monitoring and access to third-party platforms and independent managers.
Mayra M
Series 65
Ripon, CA
Sierra Ocean, LLC
Mayra Meza is a financial advisor at Sierra Ocean, LLC with a Series 65 designation and four years of industry experience. Prior to joining Sierra Ocean, she held positions at The Save Mart Companies, California State University, Stanislaus, Modesto Junior College, and OpenDoor Services. Sierra Ocean, LLC serves individuals, trusts, estates, non-profit organizations, and business entities by providing discretionary and non-discretionary investment management, financial planning, and consulting. The firm customizes asset allocations using mutual funds, ETFs, individual equities, fixed income, and selectively employs interval and private investment funds.
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