Sierra Wealth Group, LLC

Sierra Wealth Group, LLC (CRD# 151292) is a financial advisory firm headquartered in Bigfork, MT. They manage $133,305,157 in 724 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
62 Bay Harbor Drive, #2826, Bigfork, MT 59911
http://www.sierrawg.com
By the Numbers
  • Total Assets Under Management
    133
    MILLION
  • Total Number of Accounts
    724
    ACCOUNTS
  • Average Account Value
    $184,123
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Sierra Wealth Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Annette Goldman, financial advisor Bigfork MT
Annette Z. Goldman
CRD#: 2882254
62 Bay Harbor Drive, #2826, Bigfork, MT 59911

Annette Goldman (CRD# 2882254) is an Investment Advisor Representative working at Sierra Wealth Group, LLC in Bigfork, MT and has over 26 years of experience in the finance industry.

2
Jeffrey Goldman, financial advisor Bigfork MT
Jeffrey B. Goldman
CRD#: 2110174
62 Bay Harbor Drive, #2826, Bigfork, MT 59911

Jeffrey Goldman (CRD# 2110174) is an Investment Advisor Representative working at Sierra Wealth Group, LLC in Bigfork, MT and has over 33 years of experience in the finance industry.

3
Christian Price, financial advisor Maricopa AZ
Christian D. Price
CRD#: 4279084
Maricopa, AZ

Christian Price (CRD# 4279084) is an Investment Advisor Representative working at Sierra Wealth Group, LLC in Maricopa, AZ and has over 23 years of experience in the finance industry.

4
Todd Tessler, financial advisor Rolling Hills CA
Todd A. Tessler
CRD#: 2940401
Rolling Hills, CA

Todd Tessler (CRD# 2940401) is an Investment Advisor Representative working at Sierra Wealth Group, LLC in Rolling Hills, CA and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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