Sequoia Wealth Management, LLC

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Assets Under Management

$514.3M

Number of Clients

1,550

Number of Advisors

Average Client AUM

$332K

AUM per Advisor

$32.1M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Sequoia Wealth Management, LLC offers asset management services with regular account supervision, financial planning and consulting services, and retirement plan consulting. They may recommend third-party money managers or strategists. They also offer services through LPL Financial-sponsored advisory programs.

Fee Structure

Minimum Investment:$100K

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & CoachingReal Estate InvestingInsurance PlanningHigh Net WorthBusiness Owners