Sierra Nevada Wealth Management, LLC

Sierra Nevada Wealth Management is an independent registered investment adviser that provides financial planning and portfolio management for individuals, trusts, estates, and businesses, and it also accepts institutional clients. The firm manages roughly $20.9 million in discretionary assets for a client base under 100 households and generally targets households with at least $500,000 in total assets.

The firm’s investment process centers on a fundamental, diversified asset-allocation framework and commonly uses model allocations and exchange-traded funds to implement conservative, balanced, and aggressive strategies tailored to client risk profiles. Accounts can be managed on a discretionary or non-discretionary basis, are monitored at least quarterly, and custody and execution are routed through a designated qualified custodian with reporting provided to clients.

Distinctive aspects disclosed in the brochure include an ownership affiliation with a separately operated trust company (Crawford Trust Company) and the firm’s provision of portfolio management for institutional and trust clients—both of which are uncommon among solo independent advisers. The brochure also notes that certain owners hold interests in the affiliated trust company and are involved in litigation related to a separate business, a fact prospective clients may consider when evaluating potential conflicts of interest and governance.