A complete list of active advisors currently associated with Sierra Pacific Private Wealth, LLC

Warmer can help you find a great advisor at Sierra Pacific Private Wealth, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Sierra Pacific Private Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.