SEQUOIA WEALTH MANAGEMENT, LLC

200 Applebee St
Suite 208
Barrington, Illinois 60010
Tel: 847-310-5900

About SEQUOIA WEALTH MANAGEMENT, LLC

SEQUOIA WEALTH MANAGEMENT, LLC, formally registered with the SEC as SEQUOIA WEALTH MANAGEMENT, LLC. The firm was established in 10/01/2014. They have over 12 offices throughout the country.

SEQUOIA WEALTH MANAGEMENT, LLC is a Barrington, Illinois based Financial Planning firm with nearly $438,177,764 assets under management, offering retirement planning & investment advisory services to 3032 clients. The firm is staffed with 22 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	170543
SEC#	801-80362
Assets Managed by Firm	$438,177,764
No. of Clients	3032
No. of Advisors	22

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	3032	$438,177,764
Individuals (other than high net worth individuals)	1863	$246,944,428
High net worth individuals	132	$191,233,336

Inquire with SEQUOIA WEALTH MANAGEMENT, LLC

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