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Building 2SIERRA NEVADA WEALTH MANAGEMENT, LLC

Map pinRENO, NV
Phone775-297-4681
NotebookSEC #801-74439
Total AUM
$38.2M
Employees
2
Clients
157

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 S. VIRGINIA ST.
SUITE 220
RENO
NV 89501
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
775-297-4681

ReceiptFinancials

Total AUM
$38.2M
Accounts
157
Discretionary
$18.5M
Accounts
135
Non-Discretionary
$19.7M
Accounts
22

ContactClients

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Individual Clients
146
AUM
$17.1M
HNW Individual Clients
8
AUM
$14M
Pension/Profit Sharing Plan Clients
3
AUM
$7.1M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
ADVICE ON TRUST COMPANY'S CLIENT PORTFOLIO
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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