RIA Intel›Advisers›Texas›SEQUOIA PRIVATE WEALTH MANAGEMENT, LLC

SEQUOIA PRIVATE WEALTH MANAGEMENT, LLC

Advisory

IRVING, TX

Data as of Feb 26, 2026 · Source: SEC Form ADV

Rank in TX
#1,789
of 2,813 advisers by AUM
Average account
$542K
across 86 accounts
AUM per adviser
$47M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 26, 2026.

Total AUM
$47M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$47M
Discretionary AUM$47M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients34
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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