SEQUOIA PRIVATE WEALTH MANAGEMENT, LLC

SEQUOIA PRIVATE WEALTH MANAGEMENT, LLC of IRVING, TX is an SEC-registered investment adviser (CRD 174527). Regulatory assets under management: $46.6M.

Registration

• CRD: 174527
• Type: Registered investment adviser
• Location: 8951 CYPRESS WATERS BLVD, IRVING, TX, 75019
• Phone: 214-673-9938
• Latest filing: 2026-02-26
• Regulatory AUM: $46.6M
• Discretionary AUM: $46.6M
• Clients: 1
• Accounts: 86

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 174527 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search