Sequinox Wealth Management, LLC
● SEC registered since 2025CRD 335246SEC# 801-132845Lancaster, PA
Reg. AUM
$160M
Employees
7
Accounts
1,550
Location
Lancaster, PA
Sequinox Wealth Management, LLC assets under management
Sequinox Wealth Management, LLC operates as an SEC-registered investment adviser based in Lancaster, PA. The firm has been registered since 2025. It reports $160 million in regulatory assets under management and employs 7 people.
Sequinox Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Daniel Wirbick Control | Chief Compliance Officer/ President | Over 75% | 2002 |
Frequently asked questions
How much does Sequinox Wealth Management, LLC manage?
Sequinox Wealth Management, LLC reports $160 million in regulatory assets under management on its Form ADV.
How many employees does Sequinox Wealth Management, LLC have?
Sequinox Wealth Management, LLC reports 7 employees.
Where is Sequinox Wealth Management, LLC located?
Sequinox Wealth Management, LLC is based in Lancaster, PA and has been SEC-registered since 2025.
Does Sequinox Wealth Management, LLC disclose fund performance?
Sequinox Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 941 Wheatland Ave., Suite 101, Lancaster, PA 17603 |
| Phone | 717-397-7957 |
| Office hours | 9:00 - 5:00 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$160M▲ 5%
Sep '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$160Mregulatory AUM
Discretionary $160M