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 11 offices throughout the country.

SEQUOIA WEALTH MANAGEMENT, LLC is a Barrington, Illinois based Financial Planning firm with nearly $457,188,363 assets under management, offering retirement planning & investment advisory services to 2593 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	170543
SEC#	801-80362
Assets Managed by Firm	$457,188,363
No. of Clients	2593
No. of Advisors	20

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2593	$457,188,363
Individuals (other than high net worth individuals)	1449	$315,389,236
High net worth individuals	67	$141,799,127

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