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| Sequoia Wealth Management LLC
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|
|---|---|
| CRD # | 170543 |
| SEC # | 801-80362 |
| CIK # | 0001730811 |
| AUM | $438.2 MM (2023-03-10) |
| Employees | 22 (100% Investors, 95% Brokers) |
| Phone | 847-310-5900 |
| Address | 200 Applebee St Barrington, IL 60010 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,308 | 324.0 |
| (b) Individuals (high net worth individuals) | 126 | 172.1 |
| (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 | 2,434 | 496.1 |
| By Discretionary | ||
| Discretionary | 1,106 | 240.3 |
| Non-Discretionary | 1,328 | 255.8 |
| Total | 2,434 | 496.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 496.1 | |
| Total | 2,434 | 496.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001730811] |
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Koesten Hirschmann & Crabtree Inc
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KS | 0.5 |
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AFA Inc
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Wilsey Asset Management Incorporated
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Matthew Goff Investment Advisor LLC
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TX | 0.4 |
|
West Financial Advisors LLC
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IA | 0.4 |
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Benedict Financial Advisors Inc
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GA | 0.4 |