Sequoia Wealth Management, LLC
Barrington, IL·SEC-registered · CRD #170543
Sequoia Wealth Management, LLC is an SEC-registered investment advisory firm in Barrington, IL managing $600M across 4.7k client accounts, with 16 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$600M
Client accounts
4.7k
Advisory staff
16
Fee model
Fee-based
How Sequoia Wealth Management, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Sequoia Wealth Management, LLC
How much does Sequoia Wealth Management, LLC manage?
Per its most recent SEC Form ADV filing (03/12/2026), Sequoia Wealth Management, LLC reports $600M in regulatory assets under management across roughly 4.7k client accounts.
How does Sequoia Wealth Management, LLC charge?
Sequoia Wealth Management, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Sequoia Wealth Management, LLC a fiduciary?
Yes. Sequoia Wealth Management, LLC is registered with the U.S. Securities and Exchange Commission (CRD #170543), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Sequoia Wealth Management, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Sequoia Wealth Management, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Barrington, IL
Profile compiled from Sequoia Wealth Management, LLC's public SEC Form ADV filing (CRD #170543, filed 03/12/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Sequoia Wealth Management, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Sequoia Wealth Management, LLC? Claim this profile.