# Sierra Pacific Private Wealth, LLC

> Sierra Pacific Private Wealth, LLC is an SEC-registered investment advisory firm in Pleasanton, CA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 23, 2026.

- CRD: 131738
- Filed as: SIERRA PACIFIC PRIVATE WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pleasanton, CA
- Filing period: October 2026
- Form ADV filing dated: February 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/131738
- AdvisorCensus page: https://advisorcensus.com/firm/sierra-pacific-private-wealth-llc-pleasanton-ca-131738

## Quick answers

**How is Sierra Pacific Private Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sierra Pacific Private Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Sierra Pacific Private Wealth, LLC charge?**
Its Form ADV Part 2A brochure dated February 23, 2026 states: Hourly rate: $250 to $350 an hour (financial planning and consulting services); Flat fee: $4,800 (Platinum services package). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Sierra Pacific Private Wealth, LLC located?**
Sierra Pacific Private Wealth, LLC's principal office is in Pleasanton, CA, according to its Form ADV; the March 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Sierra Pacific Private Wealth, LLC registered with the SEC or a state?**
Sierra Pacific Private Wealth, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 131738.

**How much does Sierra Pacific Private Wealth, LLC manage?**
Sierra Pacific Private Wealth, LLC reports $245,900,000 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (96% discretionary).

**How have Sierra Pacific Private Wealth, LLC's assets and staff changed since 2023?**
In the Form ADV data for Sierra Pacific Private Wealth, LLC: Regulatory assets under management: $126,781,000 in the October 2023 data and $245,900,000 in the October 2026 data, up 94%. Total employees: 4 in October 2023 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sierra Pacific Private Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (251); individuals (other than high net worth individuals) (39).

**Which custodians does Sierra Pacific Private Wealth, LLC use?**
Sierra Pacific Private Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Sierra Pacific Private Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/131738

**What changed in Sierra Pacific Private Wealth, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $212,673,000 to $245,900,000 (+16%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 23, 2026)

- Hourly rate: $250 to $350 an hour (financial planning and consulting services)

> Our hourly fees are $250-$350 for financial advisors.

- Flat fee: $4,800 (Platinum services package)

> Fixed fees are billed based on the nature and scope of financial planning, and are categorized by two levels of services. • Platinum services package $4,800

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $245,900,000
- Discretionary: $237,000,000
- Non-discretionary: $8,900,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 39 | $11,565,000 |
| High net worth individuals | 251 | $225,435,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $8,900,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (3 years)
- Employees: 7 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Cupertino, CA
- Oakland, CA

### Websites listed on Form ADV (Item 1.I)
- sierrapacificpw.com
- Facebook @sierrapacificprivatewealth
- Instagram @sierrapacificprivatewealth
- LinkedIn @sierrapacificprivatewealth
- X @SierraPacificPW
- YouTube @Sierra-Pacific-Private-Wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $126,781,000 | 4 | March 17, 2023 |
| October 2024 | $162,130,000 | 5 | March 4, 2024 |
| October 2025 | $212,673,000 | 5 | March 20, 2025 |
| October 2026 | $245,900,000 | 7 | February 23, 2026 |

Regulatory assets under management: $126,781,000 in the October 2023 data and $245,900,000 in the October 2026 data, up 94%.
Total employees: 4 in October 2023 and 7 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $212,673,000 to $245,900,000 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sierra Pacific Private Wealth, LLC (CRD 131738): Form ADV filing data as of October 2026.