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| Sequoia Wealth Management Group LLC
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|---|---|
| CRD # | 311268 |
| SEC # | 801-119942 |
| CIK # | 0001730811 |
| AUM | $276.7 MM (2023-02-25) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 707-763-8600 |
| Address | 2026 Rocking Horse Rd Gardnerville, NV 89410 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 52 | 34.5 |
| (b) Individuals (high net worth individuals) | 47 | 240.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 310 | 276.7 |
| By Discretionary | ||
| Discretionary | 310 | 276.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 310 | 276.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 276.7 | |
| Total | 310 | 276.7 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001730811] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
DHH Advisors LLC
✚
|
NJ | 0.3 |
|
McClarren Financial Advisors Inc
✚
|
PA | 0.3 |
|
IFC Personal Money Managers Inc
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|
NY | 0.3 |
|
Signet Investment Advisory Group Inc
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|
RI | 0.3 |
|
Dougherty & Associates Financial Advisors Inc
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|
MN | 0.3 |
|
Steginsky Capital LLC
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|
NY | 0.3 |
|
James T Borello & Co
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|
IL | 0.3 |
|
Scholtz & Company LLC
✚
|
CT | 0.3 |
|
Strategy Marketplace LLC
✚
|
FL | 0.3 |
|
Taylor Financial Group Inc
✚
|
VA | 0.3 |