# Gira Patel

> Gira Patel 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.

Page: https://find.wellspent.co/advisors/gira-patel/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Sierra Investment Management
- **Based in:** Santa Monica, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $360.9M across 759 accounts
- **CRD:** 4109493 (https://adviserinfo.sec.gov/individual/summary/4109493)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2015)
- **Firm size:** 34 employees
- **Disclosures:** None reported
- **Website:** http://sierrainvestment.com

## Frequently asked questions

### Is Gira Patel a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Gira 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 Gira charge for financial advice?

Gira's firm, Sierra Investment Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Gira Patel based?

Gira Patel is based in Santa Monica, California.

### Is Gira Patel registered with the SEC?

Yes. Gira Patel is registered as an investment adviser representative in CA (CRD 4109493), 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 Gira Patel?

Through Gira's website, sierrainvestment.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4109493): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://sierrainvestment.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.