SIERRA PACIFIC FINANCIAL ADVISORS, LLC

SIERRA PACIFIC FINANCIAL ADVISORS
PLEASANTON, California·1 registered advisor·CRD# 131738
SEC# 801-1237282925 223-8868
01

Firm Overview

AUM
$162M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SIERRA PACIFIC FINANCIAL ADVISORS, LLC

1 registered advisor
Zheng Wan
PLEASANTON, California
05

Office Locations

PLEASANTON, California
1 advisor

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. SIERRA PACIFIC FINANCIAL ADVISORS, LLC (CRD# 131738) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.