Sierra Pacific Private Wealth, LLC

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Client assets under management

$237,000,000

Clients

290

87% high-net worth

Advisors

of 7 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$817,241

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

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Equity compensation tax strategy Tax strategies for small businesses

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Financial planning fixed fees: $4,800 (Platinum package), $5,800 (Diamond package)

Percentage

$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

Project-based

$250-$350 per hour for financial advisors

Other

Account minimum: $500,000 Fee-only: Hourly fees $250-$350; Fixed fees: $4,800 (Platinum package), $5,800 (Diamond package)

Main office location

Sierra Pacific Private Wealth, LLC

7077 Koll Center Parkway, Suite 120

Pleasanton CA 94566, United States

Number of offices

Most active in

California

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram Website 925-223-8868

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Equity compensation tax strategy Tax strategies for small businesses Founder/Business Owner Executive

Tu N

CFP®

Pleasanton, CA

Sierra Pacific Private Wealth, LLC

Tu Nguyen is a CFP® professional with two years of industry experience, currently advising at Sierra Pacific Private Wealth, LLC. Prior to joining Sierra Pacific, Tu held roles at TS Bank, Callahan Financial Planning, and Boston Private Wealth LLC, among others. 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 emphasizes individualized asset management with regular reviews and educational seminars, offering a broad range of advisory services beyond typical investment management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Equity compensation tax strategy Tax strategies for small businesses Founder/Business Owner Executive

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Equity compensation tax strategy Tax strategies for small businesses Founder/Business Owner Executive

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