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Sequoia Wealth Management, LLC

● SEC registered since 2014CRD 170543SEC# 801-80362Barrington, IL
Export (members)
Reg. AUM
$514.3M
Employees
16
Accounts
2,698
Location
Barrington, IL

Sequoia Wealth Management, LLC assets under management

Sequoia Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Barrington, IL. The firm has been registered since 2014. It reports $514.3 million in regulatory assets under management and employs 16 people.
www.facebook.com/odefinancialservices/?fref=tsView on SEC.gov ↗

Sequoia Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Robert Dennis Lyman ControlChief Compliance Officer And Managing MemberOver 75%2014

Frequently asked questions

How much does Sequoia Wealth Management, LLC manage?

Sequoia Wealth Management, LLC reports $514.3 million in regulatory assets under management on its Form ADV.

How many employees does Sequoia Wealth Management, LLC have?

Sequoia Wealth Management, LLC reports 16 employees.

Where is Sequoia Wealth Management, LLC located?

Sequoia Wealth Management, LLC is based in Barrington, IL and has been SEC-registered since 2014.

Does Sequoia Wealth Management, LLC disclose fund performance?

Sequoia Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address200 Applebee St, Suite 208, Barrington, IL 60010
Phone847-310-5900
Fax847-310-5911
Office hours9:00 a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
CIK1730811
Discloses disciplinary historyNo

Assets under management

Discretionary$199.4M
Non-discretionary$315M
Total (RAUM)$514.3M