Sequoia Wealth Management, LLC
Sequoia Wealth Management, LLC is an SEC-registered mass-market adviser in Barrington, IL with $599.6M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Sequoia Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 170543, SEC 801-80362, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $599.6M (2026-03-12)
- Firm type
- Mass-Market Adviser
- Location
- Barrington, IL
- Employees
- 16
- Clients
- 1,640
- CRD
- 170543
- Ownership
- LYMAN, ROBERT, DENNIS
How much AUM does Sequoia Wealth Management, LLC have?
Sequoia Wealth Management, LLC reported $599.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Sequoia Wealth Management, LLC?
Disclosed owners and executives of Sequoia Wealth Management, LLC include LYMAN, ROBERT, DENNIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.