Sierra Pacific Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sierra Pacific Private Wealth, LLC provides wealth management, comprehensive financial planning, and corporate retirement plan advisory services to individuals (including high‑net‑worth clients), families, and plan sponsors. As of 12/31/2025 the firm reported about $245.9 million in assets under management and offers both in‑house asset management and referrals to third‑party money managers.
The firm emphasizes continuous account supervision with portfolios tailored to client goals, regular quarter‑end rebalancing, and periodic reviews (at least twice yearly for managed accounts), using a mix of fundamental and technical analysis across ETFs, mutual funds, fixed income, options and cash equivalents. Financial plans and consultations are delivered in writing when engaged and are typically completed within six months; most asset management is provided on a discretionary basis, with client‑imposed investment restrictions permitted only rarely.
Compared with many peers, Sierra Pacific provides participant education and group enrollment meetings to support plan sponsors and increase retirement plan participation, a seminar/workshop offering that is relatively uncommon for firms in this category. The firm also integrates broader consulting services—such as estate, tax and corporate structure advice and cost‑segregation studies—alongside fiduciary and non‑fiduciary retirement plan services and periodic IPS‑based reporting for plans.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees: $4,800 (Platinum package), $5,800 (Diamond package)
$0 - $1,000,000: 0.95% per annum $1,000,001 - $3,000,000: 0.90% per annum $3,000,001 - $5,000,000: 0.85% per annum $5,000,001 - $10,000,000: 0.75% per annum $10,000,001+: 0.50% per annum
$250-$350 per hour for financial advisors
Account minimum: $500,000 Fee-only: Hourly fees $250-$350; Fixed fees: $4,800 (Platinum package), $5,800 (Diamond package)
Main office
7077 Koll Center Parkway, Suite 120
Pleasanton CA 94566
Advisors at this office
3
Most active in
California
Also doing business as
Sierra Financial Advisors · Sierra Pacific Financial Advisors · Sierra Pacific Financial Advisors, LLC · Sierra Pacific Private Wealth, LLC · Wan, Zheng
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
Zheng W
CFP®, Series 63, Series 65
Pleasanton, CA
Sierra Pacific Private Wealth, LLC
Zheng Wan is a CFP® professional with 12 years of industry experience, currently serving at Sierra Pacific Private Wealth, LLC. He has been with Sierra Pacific Financial Advisors, LLC since 2005. Sierra Pacific Private Wealth provides wealth management, comprehensive financial planning, and corporate retirement plan advisory services to individuals, including high-net-worth clients, and plan sponsors. The firm manages approximately $212.7 million in assets for about 122 clients, offering individualized asset management with regular reviews and rebalancing, and supports plan participant education through seminars and workshops.
Tu N
CFP®
Pleasanton, CA
Sierra Pacific Private Wealth, LLC
Tu Nguyen is a CFP® professional with three years of industry experience. He is currently with Sierra Pacific Private Wealth, LLC and has previously worked at TS Bank, Callahan Financial Planning, CIBC Private Wealth Advisors, Inc., and Boston Private Wealth LLC. Sierra Pacific Private Wealth, LLC provides wealth management, comprehensive financial planning, and corporate retirement plan advisory services to individuals, families, and plan sponsors. The firm offers tailored portfolio management with continuous account supervision and supports retirement plan participation through participant education and group enrollment meetings.
Jacob R
Series 65
Pleasanton, CA
Sierra Pacific Private Wealth, LLC
Jacob Rodriguez is a financial advisor at Sierra Pacific Private Wealth, LLC with a Series 65 designation and four years of industry experience. Prior to joining the firm in 2022, he worked at Rigatoni's Fresh Italian Grill and was a student for three years. Outside of his advisory role, Rodriguez serves as president of Papa Fix It, LLC, a handyman business focused on minor household repairs. Sierra Pacific Private Wealth provides wealth management, comprehensive financial planning, and corporate retirement plan advisory to individuals—including high-net-worth clients—and plan sponsors. The firm offers individualized asset management with regular reviews and rebalancing, educational seminars, and a broader advisory scope including estate, charitable, and tax planning services.
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