Sierra Nevada Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$22,015,243
Clients
93
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
93
Very HighAverage account size
$236,723
About
Sierra Nevada Wealth Management provides investment management and financial planning to individuals, trusts, estates, and businesses, overseeing $22,015,243 in assets for 93 clients as of December 2024. The firm offers tailored portfolio construction and financial planning services, and typically targets households with at least $500,000 in total assets for advisory relationships.
The firm employs a fundamental, diversified asset-allocation approach and primarily uses exchange-traded funds and model allocations to implement aggressive, balanced, or conservative portfolios that are calibrated to clients’ risk preferences. SNWM generally manages accounts on a discretionary basis (all reported AUM was discretionary as of December 2024) and requires clients to custody assets at Charles Schwab, which the brochure identifies as the firm’s qualified custodian.
A distinctive feature disclosed in the brochure is an affiliation with a separately organized trust company (Crawford Trust Company, LLC), an ownership link the firm notes and discloses as a potential source of conflicts of interest. The firm also provides portfolio management for institutional-type clients such as trusts and businesses in addition to individual clients, a service mix that is less common among independent advisers of this size.
Client services
Portfolio management
Advice on trust company's client portfolio
Advice on trust company's client portfolio
Expertise
Wealth management
Passive / index investing
Active portfolio management
Fee options
$1 - $500,000: 1.50% annually $500,000 - $1,000,000: 1.25% annually $1,000,000 - $3,000,000: 1.00% annually $3,000,000+: 0.75% annually
$250 to $450 per hour (negotiable)
Account minimum: $500,000
Main office location
Sierra Nevada Wealth Management, LLC
5 Pine Cone Road, Suite 205
Dayton NV 89403, United States
Number of offices
1
Most active in
Sierra Nevada Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
California · Nevada
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
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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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.
Forms ADV
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