Sequoia Wealth Management Group
Sequoia Wealth Management Group is an SEC-registered wealth manager with $238.4M assets under management (AUM, regulatory AUM), -1% over one year. See who owns Sequoia Wealth Management Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 311268, SEC 801-119942, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $238.4M (2026-03-13)
- Firm type
- Wealth Manager
- Employees
- 3
- Clients
- 90
- CRD
- 311268
- Ownership
- SCHAFER, MATTHEW, JAMES
How much AUM does Sequoia Wealth Management Group have?
Sequoia Wealth Management Group reported $238.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Sequoia Wealth Management Group?
Disclosed owners and executives of Sequoia Wealth Management Group include SCHAFER, MATTHEW, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.