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SIERRA SUMMIT ADVISORS LLC
CRD 328151File 801-128786
APPROVED
Retail clients
Filing as of Feb 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$780.8M
Above cohort median (national)
Discretionary AUM
$777.5M
Non-discretionary $3.3M
Clients
158
484 accounts
Employees
7
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Sep 21, 2023
- Principal office
- Not reported
- Phone
- 847-652-5070
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $780.8M
- Discretionary AUM
- $777.5M
- Non-discretionary AUM
- $3.3M
- Discretionary accounts
- 479
- Non-discretionary accounts
- 5
- Total accounts
- 484
- AUM per client
- $4.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $19.2M |
| Charitable organizations | 10 | $35.7M |
| High net worth individuals | 135 | $710.3M |
| Pension and profit sharing plans | 7 | $15.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.