|
⚲
|
| Sequoia Wealth Management Group LLC
✚
|
|
|---|---|
| CRD # | 311268 |
| SEC # | 801-119942 |
| CIK # | 0001730811 |
| AUM | $238.4 M (2026-03-13) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 707-763-8600 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 31 | 12.3 |
| (b) Individuals (high net worth individuals) | 58 | 225.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 327 | 238.4 |
| By Discretionary | ||
| Discretionary | 327 | 238.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 327 | 238.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 238.4 | |
| Total | 327 | 238.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001730811] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Jones Kertz & Associates Inc
✚
|
MN | 0.2 |
|
Investment Management & Planning LLC
✚
|
DE | 0.2 |
|
Westhampton Capital LLC
✚
|
NC | 0.2 |
|
Goldenstone Wealth Management LLC
✚
|
CA | 0.2 |
|
Sector Analysts LLC
✚
|
PA | 0.2 |
|
Carlsbad Wealth Advisory Group Inc
✚
|
CA | 0.2 |
|
Everest Wealth Management LLC
✚
|
KS | 0.2 |
|
Leicht Financial Planning and Wealth Management Inc
✚
|
NJ | 0.2 |
|
Pento Portfolio Strategies LLC
✚
|
FL | 0.2 |
|
Fort Vancouver Investment Management LLC
✚
|
WA | 0.2 |