| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew James Schafer Control | Managing Partner, Chief Compliance Officer | Over 75% | 2020 |
Sequoia Wealth Management Group LLC reports $240.9 million in regulatory assets under management on its Form ADV.
Sequoia Wealth Management Group LLC reports 3 employees.
Sequoia Wealth Management Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 707-763-8600 |
| Office hours | 5-Aug |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $240.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $240.9M |