Sierra Nevada Wealth Management, LLC

Sierra Nevada Wealth Management, LLC (CRD# 145304) is a financial advisory firm headquartered in Reno, NV. They manage $416,208,070 in 211 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    416
    MILLION
  • Total Number of Accounts
    211
    ACCOUNTS
  • Average Account Value
    $1,972,550
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NV

Financial Advisors at Sierra Nevada Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Philip W. Brown
CRD#: 5564300
5375 Kietzke Lane, 2nd Floor, Reno, NV 89511
96
Wealthminder
score

Philip Brown (CRD# 5564300) is an Investment Advisor Representative working at Sierra Nevada Wealth Management, LLC in Reno, NV and has over 9 years of experience in the finance industry. Philip Brown has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Gregory E. Crawford
CRD#: 2796185
5375 Kietzke Lane, 2nd Floor, Reno, NV 89511
96
Wealthminder
score

Gregory Crawford (CRD# 2796185) is an Investment Advisor Representative working at Sierra Nevada Wealth Management, LLC in Reno, NV and has over 20 years of experience in the finance industry. Gregory Crawford has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Louis J. Robinson
CRD#: 5892534
5375 Kietzke Lane, 2nd Floor, Reno, NV 89511
93
Wealthminder
score

Louis Robinson (CRD# 5892534) is an Investment Advisor Representative working at Sierra Nevada Wealth Management, LLC in Reno, NV and has over 6 years of experience in the finance industry.

4
Alex D. Bacchus
CRD#: 6373271
5375 Kietzke Lane, 2nd Floor, Reno, NV 89511
88
Wealthminder
score

Alex Bacchus (CRD# 6373271) is an Investment Advisor Representative working at Sierra Nevada Wealth Management, LLC in Reno, NV and has over 3 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.