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Senior Wealth Management Client Associate & Chief Compliance Officer · Acorn Creek Capital LLC

Sierra M. Merrick

CRD 7936653 · Named on Form ADV at one SEC-registered adviser

At a glance

Acorn Creek Capital LLC, an SEC-registered wealth manager based in Fort Collins, CO with $489 million in regulatory assets, lists Sierra M. Merrick on its Form ADV as Senior Wealth Management Client Associate & Chief Compliance Officer, a control person.

Firms and roles

  • Acorn Creek Capital LLCSenior Wealth Management Client Associate & Chief Compliance OfficerWealth manager · Fort Collins, CO · $489M in regulatory assets

AtlasMembers

Sierra’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Ben LoefflerFounder, Managing Director, & President, Acorn Creek Capital LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sierra’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.