Sierra Pacific Private Wealth

Financial Services • Pleasanton, California, United States • 1-10 Employees

Company overview

Headquarters	Bernal Corporate Park, 7077 Koll Center Pkwy., Suite 120, Pleasanton, CA 94566, US
Phone number	+19252391288
Websites	sierrapacificpw.com sierrapfa.com
NAICS	52
Keywords	Wealth Management, Wealth Transfer, Estate Planning, Investment Management, Personal Financial Planning, Philanthropic Investing, Concentrated Stock Diversification, Executive Compensation Planning, Fee-Only Fiduciary, Tax-Aware Investing, Woman'S Finance
Founded	2005
Employees	1-10
Socials

Key Contact at Sierra Pacific Private Wealth

Janet Wan

Founder| Senior Wealth Advisor

Sierra Pacific Private Wealth Email Formats

Sierra Pacific Private Wealth uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@sierrapacificpw.com), used 100% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@sierrapacificpw.com	100%

About Sierra Pacific Private Wealth

About Us: At Sierra Pacific Private Wealth, we believe financial success goes beyond numbers—it’s about empowering lives, creating opportunities, and building lasting legacies. Our mission is clear: to deliver tailored financial strategies that help driven professionals achieve their unique vision of success. With expertise shaped by years of experience, we specialize in meeting the complex needs of professionals in the dynamic AI, tech, and biotech industries. From maximizing equity rewards to crafting tax-efficient strategies and building multigenerational wealth, our solutions are precise and personalized. Every financial journey is unique, and so is our approach to helping you succeed. Disclosures: Sierra Pacific Private Wealth, LLC ("SPPW") is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). The content shared on this page is for informational purposes only and should not be construed as a solicitation or offer to acquire or dispose of any investment advisory services. Investors should determine for themselves whether a particular service or product is suitable for their investment needs. Nothing on this page constitutes individual advice, a recommendation, or an offer to buy any specific investment, product or service. All investing involves risk, including the possible loss of principal. The information and opinions are provided by SPPW and are subject to change without notice. While SPPW takes reasonable efforts to obtain information from sources that it believes to be reliable, SPPW doesn't guarantee its accuracy or completeness.

Sierra Pacific Private Wealth revenue & valuation

Annual revenue	$4,519,373
Revenue per employee	$646,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$14,500,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Manager

Founder/Owner

Employees by Department

Sierra Pacific Private Wealth has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

Sierra Pacific Private Wealth has never raised funding before.

Frequently asked questions

Sierra Pacific Private Wealth is located in Pleasanton, California, US.

You can reach Sierra Pacific Private Wealth at +19252391288.

Sierra Pacific Private Wealth was founded in 2005, making it 21 years old. The company has established itself as a significant player in its industry over this time.

Sierra Pacific Private Wealth has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Sierra Pacific Private Wealth

Janet Wan

Founder| Senior Wealth Advisor

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