Dakota
Dakota
Book a Demo
Talk to an Expert

Sierra Summit Advisors LLC

EST. AUM
$780,800,000

CONTACTS
6

CLIENT ACCOUNTS
484

Firm Details

Metro area Reno
CRD Number 328151
Website sierrasummitadvisors.com
Client types

Overview

Sierra Summit Advisors is a Nevada-based RIA and investment management firm owned by Joseph Seminetta, Denise Seminetta, Chad Whiteley, and Thomas Grooms. The firm also has another location in Chicago. Services offered by the firm include personalized investment advisory services, including portfolio management tailored to client needs, and financial planning services covering areas such as retirement planning and insurance.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy