RIA Intel›Advisers›SEQUOIA WEALTH MANAGEMENT GROUP LLC

SEQUOIA WEALTH MANAGEMENT GROUP LLC

Advisory

N·

Data as of Mar 13, 2026 · Source: SEC Form ADV

Total AUM
$238M
1-Year AUM Growth
-10.4%
3-Year CAGR
+28.4%
Employees
1
Assets Under Management
Total AUM$238M
Discretionary AUM$238M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients90
Team
Total Employees1
Investment Advisers3
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record9
First FilingNov 6, 2020
Latest FilingMar 13, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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