SCOTTSDALE, AZCRD 172113Latest ADV January 22, 2026
Sierra Legacy Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Scottsdale, AZ. Its latest Form ADV filing, dated January 22, 2026, reports $153M in regulatory assets under management, 7 employees, 1 office, and 86 accounts.
Assets Under Management
$153M
Employees
7
Offices
1 office
Total Clients
24
Primary office
SCOTTSDALE, AZ
6424 E. GREENWAY PARKWAY, SUITE 100, SCOTTSDALE, AZ, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 58.3% of total clients.
Top client categories% of clientsClients
1
HNWI
58.3%
14
2
Individuals
41.7%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$153Mas of January 22, 2026
Discretionary100.0%
$153M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$153M
Total Accounts86
10Y AUM Change+$38M (+33.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee3:1
10Y Employee Change+1 (+16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.