# SEQUOIA PLANNING & INVESTMENTS LLC

SEQUOIA PLANNING & INVESTMENTS LLC of WALNUT CREEK, CA is an SEC-registered investment adviser.

## Registration

- CRD: 109519
- Type: SEC-registered investment adviser
- SEC file number: 801-57596
- Location: 201 NORTH CIVIC DR., SUITE 180, WALNUT CREEK, CA, 94596
- Phone: (925) 934-8200
- Latest filing: 2026-03-15
- Regulatory AUM: $160.0M
- Non-discretionary AUM: $160.0M
- Clients: 2
- Accounts: 80

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Paul Edward Murk | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| MURK PAUL EDWARD | MANAGER; MANAGER, CCO; MANAGING MEMBER, CCO (+1 more) | — |
| BERGER MARC | MEMBER | — |
| LEIBOWITZ PHILLIP | MEMBER | — |
| RUBENS SHARON | MEMBER | — |
| SHUMAKER MARK PHILIP | MEMBER | — |
| BERGER MARC HOWARD | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109519/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109519/similar
- Related entities: https://search.stillhousedata.com/firm/109519/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109519

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.