Sequoia Planning & Investments LLC
Sequoia Planning & Investments LLC is an SEC-registered ria with $160.0M assets under management (AUM, regulatory AUM), -1% over one year. See who owns Sequoia Planning & Investments LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 109519, SEC 801-57596, data through 2026-03-15.
- AUM (assets under management / regulatory AUM)
- $160.0M (2026-03-15)
- Firm type
- Ria
- Employees
- 2
- Clients
- 30
- CRD
- 109519
- Ownership
- MURK, PAUL, EDWARD; LEIBOWITZ, PHILLIP; RUBENS, SHARON; SHUMAKER, MARK, PHILIP; BERGER, MARC
How much AUM does Sequoia Planning & Investments LLC have?
Sequoia Planning & Investments LLC reported $160.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-15).
Who owns Sequoia Planning & Investments LLC?
Disclosed owners and executives of Sequoia Planning & Investments LLC include MURK, PAUL, EDWARD, LEIBOWITZ, PHILLIP, RUBENS, SHARON, SHUMAKER, MARK, PHILIP, BERGER, MARC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.