SEQUOIA WEALTH MANAGEMENT GROUP LLC

SEQUOIA WEALTH MANAGEMENT GROUP LLC is an SEC-registered investment adviser (CRD 311268). Regulatory assets under management: $238.4M.

Registration

• CRD: 311268
• SEC file number: 801-119942
• Type: Registered investment adviser
• Phone: 707-763-8600
• Latest filing: 2026-03-13
• Regulatory AUM: $238.4M
• Discretionary AUM: $238.4M
• Clients: 3
• Accounts: 327

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311268 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search