SEQUOIA WEALTH MANAGEMENT GROUP LLC
Doing business as SEQUOIA WEALTH MANAGEMENT GROUP. SEC Form ADV profile.
Total regulatory AUM
$238,361,413
Discretionary
$238,361,413
Non-discretionary
$0
Firm details
- CRD number
- 311268
- SEC file number
- 801-119942
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.