Sequoia Wealth Management, LLC
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Overview
Sequoia Wealth Management, LLC operates as an advisory company that has its headquarters in Barrington, Illinois. Sequoia Wealth Management, LLC controls $438.2 million in total assets over 3,032 customer accounts, making it one of the larger investment advisory firms in the country by assets under management (AUM). It has a small team, including 22 financial advisors. Sequoia Wealth Management, LLC does not act as a registered broker-dealer, signifying that it cannot buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments such as options, stocks and bonds.
Sequoia Wealth Management, LLC oversees some of its accounts in a discretionary manner. Discretionary management means that an investment advisor makes transaction decisions for the client's account without needing to seek client consent. It also has 1,925 non-discretionary accounts with a total of $243.9 million in assets under management. Sequoia Wealth Management, LLC administers roughly $144,518 for each client account. The average financial advisor at Sequoia Wealth Management, LLC manages about 138 client accounts.
Sequoia Wealth Management, LLC's main office is located at 200 Applebee St, Barrington, Illinois 60010. It is legally permitted to serve investors throughout 24 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Sequoia Wealth Management, LLC by the Numbers
$438.2 million
22
3,032
$144.5 thousand
Products and Services
Sequoia Wealth Management, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. In the past financial year, Sequoia Wealth Management, LLC provided 2000 of its accounts with financial planning services. It is not engaged in selling products or offering services other than investment advisory services to its investment advisory clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors largely vary depending on which services are offered. Fees charged by the firm can consist of any blend of the following fee types: asset-based, hourly or fixed. Sequoia Wealth Management, LLC participates in a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
Sequoia Wealth Management, LLC provides services to retail investors and high net worth investors. Out of its 3,032 clients, Sequoia Wealth Management, LLC's largest client is retail investors, although it also manages money for 132 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 under management or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 6.62%
- Other Individuals - 93.38%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Sequoia Wealth Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Sequoia Wealth Management, LLC
Barrington, IL
Barrington, IL
Elyria, OH
Barrington, IL
Chicago, IL
Barrington, IL
Barrington, IL
Barrington, IL
Chicago, IL
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