Sequoia Wealth Management, LLC
● SEC registered since 2014CRD 170543SEC# 801-80362Barrington, IL
Reg. AUM
$599.6M
Employees
16
Accounts
2,892
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 $599.6 million in regulatory assets under management and employs 16 people.
Sequoia Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert Dennis Lyman Control | Chief Compliance Officer And Managing Member | Over 75% | 2014 |
Frequently asked questions
How much does Sequoia Wealth Management, LLC manage?
Sequoia Wealth Management, LLC reports $599.6 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
| Address | 200 Applebee St, Suite 208, Barrington, IL 60010 |
| Phone | 847-310-5900 |
| Fax | 847-310-5911 |
| Office hours | 9:00 a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1730811 |
| Discloses disciplinary history | No |
Regulatory AUM
$599.6M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$599.6Mregulatory AUM
Discretionary $227.3MNon-discretionary $372.3M