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SEQUOIA WEALTH MANAGEMENT GROUP
SEQUOIA WEALTH MANAGEMENT GROUP LLC
CRD 311268 · SEC 801-119942
CA, United States
Phone
707-763-8600
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$238.4M
Discretionary AUM
$238.4M
Team
3 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 31 | $12.3M |
| High net worth individuals | 58 | $225.9M |
| Charitable organizations | 1 | $220K |
States served
CA, NV, PA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD