SEQUOIA WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$599,623,650
Discretionary
$227,334,556
Non-discretionary
$372,289,094
Firm details
- CRD number
- 170543
- SEC file number
- 801-80362
- Main office
- BARRINGTON, IL, United States
- Employees
- 16
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.