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Sierra Pacific Private Wealth, LLC Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Sierra Pacific Private Wealth, LLC operates in the financial services sector as a registered investment adviser with the U.S. Securities and Exchange Commission. It delivers tailored financial strategies aimed at helping professionals manage complex compensation, maximize equity rewards, and implement tax-efficient planning for multigenerational wealth. The firm concentrates on professionals in the AI, tech, and biotech industries, tailoring its advice to their specific growth and wealth management needs.

Headquartered in Pleasanton, California, the company employs a small professional team focused on precise, personalized guidance. It positions itself within the investment advisory space by offering services to clients seeking specialized wealth management solutions for high-growth sectors.

Find Sierra Pacific Private Wealth, LLC employees' phone numbers or email addresses

Sierra Pacific Private Wealth, LLC Global Highlights

Location
Employees

North America
11

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  • United States Of America
    11

Oceania
1

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  • Australia
    1

Sierra Pacific Private Wealth, LLC's Leadership

  • Stylized image of a person
    S. M.
    President | Retirement Planning Advisor
    Mobile Phone
  • Stylized image of a person
    B. S.
    Client Associate
    Mobile Phone

Sierra Pacific Private Wealth, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Sierra Pacific Private Wealth, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    S. M.
    President | Retirement Planning Advisor
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    B. S.
    Client Associate
    Mobile Phone
    Bay
    Apr 16, 2026

Frequently Asked Questions

What is Sierra Pacific Private Wealth, LLC known for?

Minus sign iconPlus sign iconSierra Pacific Private Wealth, LLC was founded in 2005 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-510-438-****
. Explore Sierra Pacific Private Wealth, LLC's company overview page for more information.

What is Sierra Pacific Private Wealth, LLC's most common email format?

Minus sign iconPlus sign iconSierra Pacific Private Wealth, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sierra Pacific Private Wealth, LLC email formats with LeadIQ.

How many employees does Sierra Pacific Private Wealth, LLC have currently?

Minus sign iconPlus sign iconSierra Pacific Private Wealth, LLC has approximately 9 employees as of July 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are Sierra Pacific Private Wealth, LLC's key employees and leadership?

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As of July 2026, Sierra Pacific Private Wealth, LLC's key employees include:

  • President | Retirement Planning Advisor: S. M.
  • Client Associate: B. S.

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