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Zheng Wan

SIERRA PACIFIC FINANCIAL ADVISORS, LLC·PLEASANTON, California
Unclaimed Profile
7077 KOLL CENTER PARKWAY, PLEASANTON, CA 94566CRD# 4537792Firm CRD# 131738
01

About

Zheng Wan is a registered financial advisor based in PLEASANTON, California, affiliated with SIERRA PACIFIC FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
SIERRA PACIFIC FINANCIAL ADVISORS, LLC
SIERRA PACIFIC FINANCIAL ADVISORS
AUM
$162M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at SIERRA PACIFIC FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4537792
Firm CRD# 131738
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Zheng Wan offer?
Zheng Wan specializes in Financial Planning, Investment Management. Contact their office in PLEASANTON, California for a consultation.
What are Zheng Wan's credentials?
Zheng Wan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Zheng Wan located?
Zheng Wan is based in PLEASANTON, California, working with SIERRA PACIFIC FINANCIAL ADVISORS, LLC. Their office serves clients in the PLEASANTON metropolitan area and surrounding communities.
How does Zheng Wan charge for services?
Zheng Wan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SIERRA PACIFIC FINANCIAL ADVISORS, LLC?
SIERRA PACIFIC FINANCIAL ADVISORS, LLC has approximately 5 employees and manages $162M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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