David Wright
Sierra Investment Management · Santa Monica, California
David Wright is a fee-only financial advisor at Sierra Investment Management in Santa Monica, California. Sierra Investment Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Sierra Investment Management |
|---|---|
| Based in | Santa Monica, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $360.9M across 759 accounts |
| SEC registration | Investment adviser representative in CA, TX, WA · CRD 1466125 |
| Exams passed | Series 65 (1996) |
| Firm size | 34 employees |
| Disclosures | None reported |
| Website | sierrainvestment.com |
How David's firm compares
- Sierra Investment Management's average account is about $475,000, from its Form ADV (assets managed divided by 759 accounts).
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Questions about David
Is David Wright a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Sierra Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Sierra Investment Management, reports charging a percentage of assets on its SEC Form ADV.
Where is David Wright based?
David Wright is based in Santa Monica, California.
Is David Wright registered with the SEC?
Yes. David Wright is registered as an investment adviser representative in CA, TX and WA (CRD 1466125), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sierra Investment Management manage?
Sierra Investment Management reports $360.9M across 759 accounts in assets under management.
How do I contact David Wright?
Through David's website, sierrainvestment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Santa Monica
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Sierra Investment Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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