Sequoia Wealth Management Group LLC
● SEC registered since 2020CRD 311268SEC# 801-119942
Reg. AUM
$238.4M
Employees
3
Accounts
327
Location
—
Sequoia Wealth Management Group LLC assets under management
Sequoia Wealth Management Group LLC is an SEC-registered investment adviser. The firm has been registered since 2020. It reports $238.4 million in regulatory assets under management and employs 3 people.
Sequoia Wealth Management Group LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew James Schafer Control | Managing Partner, Chief Compliance Officer | Over 75% | 2020 |
Frequently asked questions
How much does Sequoia Wealth Management Group LLC manage?
Sequoia Wealth Management Group LLC reports $238.4 million in regulatory assets under management on its Form ADV.
How many employees does Sequoia Wealth Management Group LLC have?
Sequoia Wealth Management Group LLC reports 3 employees.
Does Sequoia Wealth Management Group LLC disclose fund performance?
Sequoia Wealth Management Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 707-763-8600 |
| Office hours | 8-5 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$238.4M▼ 1%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$238.4Mregulatory AUM
Discretionary $238.4M