Sierra Pacific Private Wealth, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 131738
- SEC number
- 801-123728
- Firm type
- RIA
- Assets under management
- $245.9M as of Feb 23, 2026
- Website
- www.linkedin.com/company/sierrapacificprivatewealth ↗
- Phone
- 925-223-8868
- Address
- 7077 Koll Center Parkway, Pleasanton, CA, 94566
Advisors at this firm
3 in our index · page 1 of 1
-
Tu Thien NguyenCRD 7645641 · Pleasanton, CAIA Registered
-
Jacob Andrew RodriguezCRD 8180304 · Pleasanton, CAIA Registered
-
Zheng WanCRD 4537792 · Pleasanton, CAIA Registered
1–3 of 3
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 131738 ↗
FINRA BrokerCheck record for firm CRD 131738 ↗
BrokerCheck Terms of Use ↗
Report a data error on this page →
Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.