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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

SIERRA NEVADA WEALTH MANAGEMENT, LLC

CRD 145304

RENO, NV

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4bbb5226-569d-28aa-a772-a3bb340a85f7

Data as of Jul 22, 2021 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 4
On other graphs: 0
Observed: Feb 27, 2012 to Jul 22, 2021
26 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $38.2MItem 5.F on the latest filing (2021-07-22); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $18.5M
Private client RAUM: $31.1MderivedItem 5.D individuals plus high net worth individuals
Private client share: 81%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $38.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 157
Individual clients: 146
High net worth clients: 8
SEC number: 801-74439
CRD: 145304
Filings on the tape: 26
First filed: Feb 27, 2012
Latest filed: Jul 22, 2021
Organised: Limited Liability Company, Nevada

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GREGORY ERWIN CRAWFORD	Certified Financial Planner	DAYTON, NV	0	29	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CRAWFORD, GREGORY, ERWIN	PRESIDENT/CHIEF COMPLIANCE OFFICER	D	yes	11/2007	Feb 27, 2012	Jul 22, 2021
BROWN, PHILIP, WILSON	MANAGING PARTNER	B	no	12/2011	Feb 27, 2012	Jul 22, 2021

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
GREGORY CRAWFORD	n/a	n/a	n/a	Y	yes	n/a
PHILIP BROWN	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2020	Mar 24, 2021	$38.2M	$18.5M	1	1	0	n/a	n/a
2019	Mar 30, 2020	$122M	$112M	1	1	0	n/a	n/a
2018	Mar 22, 2019	$95.4M	$87.4M	1	1	0	n/a	n/a
2017	Mar 26, 2018	$96.7M	$87.8M	3	3	0	n/a	n/a
2016	Mar 31, 2017	$644M	$7.3M	4	4	n/a	n/a	n/a
2015	Mar 29, 2016	$416M	$409M	4	4	n/a	n/a	n/a
2014	Mar 31, 2015	$357M	$350M	4	4	n/a	n/a	n/a
2013	Mar 28, 2014	$211M	$203M	4	4	n/a	n/a	n/a
2012	Mar 19, 2013	$143M	$138M	4	4	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2020	$38.2M	$122M	-68.7%	$96.7M	-26.6%	2	1	0	0

Relationships

Registered with (2)

← GREGORY ERWIN CRAWFORDAdvisorregistration: previous registration
Jan 2, 2007 to Dec 31, 2025factForm ADV
← Michael Joseph PintarAdvisorregistration: previous registration
Jul 21, 2021 to Jan 18, 2022factForm ADV

Controls (1)

← CRAWFORD, GREGORY, ERWINOwnerPRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code D, individual
Feb 27, 2012 to presentfactForm ADV

Owns (1)

← BROWN, PHILIP, WILSONOwnerMANAGING PARTNER, ownership code B, individual
Feb 27, 2012 to presentfactForm ADV

Dated events

Occurred
Jan 18, 2022
Advisor changed firm
Michael Joseph Pintar left Sierra Nevada Wealth Management, Llc for Rockefeller Capital Management (registered 2023-10-17)
Form ADVobserved 6 days ago
Occurred
Jul 22, 2021
Control person left
James Louis Robinson (Managing Partner) no longer on Schedule A of Sierra Nevada Wealth Management, Llc (listed 2021-07-19, absent 2021-07-22)
Form ADVobserved 6 days ago
Occurred
Apr 23, 2021
Control person joined
James Louis Robinson (Managing Partner) appeared on Schedule A of Sierra Nevada Wealth Management, Llc
Form ADVobserved 6 days ago
Occurred
Mar 26, 2018
Regulatory AUM changed
Sierra Nevada Wealth Management, Llc reported RAUM $96.7M, down 85% from $644.5M (2017-05-17 to 2018-03-26)
Form ADVobserved 6 days ago
$-548M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4bbb5226-569d-28aa-a772-a3bb340a85f7
First observed: Feb 27, 2012
Last observed: Jul 22, 2021 62 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SIERRA NEVADA WEALTH MANAGEMENT, LLC

CRD 145304

RENO, NV

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4bbb5226-569d-28aa-a772-a3bb340a85f7

Data as of Jul 22, 2021 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:54 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GREGORY ERWIN CRAWFORD

Certified Financial Planner

DAYTON, NV

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CRAWFORD, GREGORY, ERWIN

PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

11/2007

Feb 27, 2012

Jul 22, 2021

BROWN, PHILIP, WILSON

MANAGING PARTNER

12/2011

Feb 27, 2012

Jul 22, 2021

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

GREGORY CRAWFORD

n/a

yes

n/a

PHILIP BROWN

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2020

Mar 24, 2021

$38.2M

$18.5M

n/a

2019

Mar 30, 2020

$122M

$112M

n/a

2018

Mar 22, 2019

$95.4M

$87.4M

n/a

2017

Mar 26, 2018

$96.7M

$87.8M

n/a

2016

Mar 31, 2017

$644M

$7.3M

n/a

2015

Mar 29, 2016

$416M

$409M

n/a

2014

Mar 31, 2015

$357M

$350M

n/a

2013

Mar 28, 2014

$211M

$203M

n/a

2012

Mar 19, 2013

$143M

$138M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2020

$38.2M

$122M

-68.7%

$96.7M

-26.6%