Sequoia Wealth Management Group LLC

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Sequoia Wealth Management Group LLC
CRD #311268
SEC #801-119942
CIK #0001730811
AUM $247.9 MM (2024-08-09)
Employees 3 (33% Investors, 0% Brokers)
Phone707-763-8600
Address2026 Rocking Horse Rd
Gardnerville, NV 89410
Source [IAPD] [EDGAR] [Website] [Twitter]
Total AUM ($MM)
3002401801206002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 55 34.8
(b) Individuals (high net worth individuals) 46 211.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 2.2
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 342 247.9
By Discretionary
Discretionary 342 247.9
Non-Discretionary 0 0.0
Total 342 247.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 247.9
Total 342 247.9
EDGAR Form CIK 2011 - 2024
13F-HR [0001730811]
Comparable Firms State AUM ($BB)
Avondale Wealth Management LLC
TX 0.3
Trail Ridge Investment Advisors LLC
CO 0.2
Christensen King & Associates Investment Services Inc
WA 0.2
Creegan & Nassoura Financial Group LLC
NH 0.2
Fuhrman Management Associates Inc
PA 0.2
Aspen Wealth Strategies LLC
CO 0.2
Trace Wealth Advisors LLC
CA 0.2
ORG Wealth Partners LLC
TX 0.2
Yoder Wealth Management Inc
CA 0.2
JBR Co Financial Management Inc
OK 0.2
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