Sierra Nevada Wealth Management, LLC is a large advisory firm based in Reno. It manages $95.39 million of regulatory assets for 433 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California and Nevada.
Sierra Nevada Wealth Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and advice on trust company's client portfolio. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sierra Nevada Wealth Management, LLC is $95.39 million. The firm's AUM has gone down by -11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Sierra Nevada Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Gregory Erwin Crawford is high net worth individuals with 24 clients and $49.21 million of assets under management. Among the 10 most similar advisory firms, Sierra Nevada Wealth Management has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $95.39 million for 433 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Sierra Nevada Wealth Management doesn't advise any private funds.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Gregory Erwin Crawford has been acting as President since 1 Nov 2007. Connie Lynne Weber joined the executive team most recently as the Managing Partner.
The principal office where Sierra Nevada Wealth Management, LLC performs its advisory services is located at 100 West Liberty Street, Reno, NV 89501, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 775-297-4681 or by fax 775-297-0909. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at snwmllc.com/.