# SEQUENCE WEALTH MANAGEMENT

SEQUENCE WEALTH MANAGEMENT is an SEC-registered investment adviser.

## Registration

- CRD: 325470
- Type: SEC-registered investment adviser
- Phone: 954-224-4727
- Latest filing: 2026-01-28
- Regulatory AUM: $18.0M
- Discretionary AUM: $18.0M
- Clients: 1
- Accounts: 55

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/325470/brochure
- Similar advisers: https://search.stillhousedata.com/firm/325470/similar
- Related entities: https://search.stillhousedata.com/firm/325470/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/325470

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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.