RIA Intel›Advisers›California›SEQUOIA FINANCIAL, LLC

SEQUOIA FINANCIAL, LLC

Advisory

VISALIA, CA

Data as of Feb 18, 2026 · Source: SEC Form ADV

Rank in CA

#4,255

of 5,480 advisers by AUM

Average account

$57K

across 367 accounts

AUM per adviser

$21M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 18, 2026.

Total AUM

$21M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$21M

Discretionary AUM$21M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients145

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

145 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

GOLDEN WEALTH CAPITAL, LLC

SACRAMENTO, CA

$21M

FU, MAOSONG

$21M

SHUTZER INVESTMENTS, LLC

$21M

WOLFSON, LESLIE JAY

$21M

BRINK FINANCIAL GROUP, INC.

$21M

PATHFINDER WEALTH ADVISORS, LLC

LOS ANGELES, CA

$21M

Get the full picture on SEQUOIA FINANCIAL, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track SEQUOIA FINANCIAL, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans