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| Sequoia Wealth Management LLC
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|---|---|
| CRD # | 170543 |
| SEC # | 801-80362 |
| CIK # | 0001730811 |
| AUM | $457.2 MM (2024-03-13) |
| Employees | 20 (100% Investors, 95% Brokers) |
| Phone | 847-310-5900 |
| Address | 200 Applebee St Barrington, IL 60010 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,449 | 315.4 |
| (b) Individuals (high net worth individuals) | 67 | 141.8 |
| (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 | 0.0 |
| (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 | 2,593 | 457.2 |
| By Discretionary | ||
| Discretionary | 1,073 | 199.8 |
| Non-Discretionary | 1,520 | 257.4 |
| Total | 2,593 | 457.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 457.2 | |
| Total | 2,593 | 457.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001730811] |
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|---|---|---|
|
von Borstel & Associates Inc
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|
OR | 0.5 |
|
Matthew Goff Investment Advisor LLC
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|
TX | 0.5 |
|
Reliant Wealth Planning LLC
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KY | 0.5 |
|
Total Clarity Wealth Management Inc
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IL | 0.5 |
|
Paragon Wealth Strategies LLC
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FL | 0.5 |
|
Joslin Capital Advisors LLC
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WA | 0.5 |
|
Brogan Financial Inc
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TN | 0.4 |
|
Benedict Financial Advisors Inc
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GA | 0.4 |
|
Cardinal Strategic Wealth Guidance LLC
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|
KY | 0.4 |
|
Financial & Tax Architects LLC
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MO | 0.4 |