SIERRA WEALTH GROUP, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	California, United States

Employees

Total Number of Employees	5
Investment Advisory/Research	5
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	5
Licensed Agents of an Insurance Company	4
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	0	$0
Non-Discretionary	724	$133.3M
Total	724	$133.3M

Clients

Type	Number	RAUM
Individuals	446	$93.6M
HNW Individuals	37	$38.2M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	1	$425,000
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	2	$1.0M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	0

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)Publication of periodicals or newsletters
Compensation	% of AUMFixed fees% OF PLAN ASSETS UNDER ADVISEMENT

Identifiers

SEC RIA File Number	801-126603
SEC ERA File Number	801-126603
SEC CIK Numbers	None
SEC CRD Numbers	151292
Legal Entity Identifier	None

Principal Office

62 BAY HARBOR DRIVE
#2826
BIGFORK
MT
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic