Sierra Wealth Group, LLC

Sierra Wealth Group, LLC (CRD# 151292) is a financial advisory firm headquartered in Carlsbad, CA. They manage $76,000,000 in 223 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    76
    MILLION
  • Total Number of Accounts
    223
    ACCOUNTS
  • Average Account Value
    $340,807
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
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

Financial Advisors at Sierra Wealth Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Todd A. Tessler
CRD#: 2940401
Rolling Hills Estates, CA
93
Wealthminder
score

Todd Tessler (CRD# 2940401) is an Investment Advisor Representative working at Sierra Wealth Group, LLC in Rolling Hills Estates, CA and has over 19 years of experience in the finance industry.

2
Annette Z. Goldman
CRD#: 2882254
Carlsbad, CA
86
Wealthminder
score

Annette Goldman (CRD# 2882254) is an Investment Advisor Representative working at Sierra Wealth Group, LLC in Carlsbad, CA and has over 19 years of experience in the finance industry. Annette Goldman 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
Jeffrey B. Goldman
CRD#: 2110174
11925 Wilshire Blvd., Suite 300, Los Angeles, CA 90025
86
Wealthminder
score

Jeffrey Goldman (CRD# 2110174) is an Investment Advisor Representative working at Sierra Wealth Group, LLC in Los Angeles, CA and has over 25 years of experience in the finance industry. Jeffrey Goldman 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.

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