Sequoia Wealth Management Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$238,141,213
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
89
65% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
89
HighAverage account size
$2,675,744
About
Sequoia Wealth Management Group provides investment management, financial planning, and consulting to individuals, small/closely held businesses, estates and charitable organizations. Its services include ongoing discretionary portfolio management, standalone financial planning and consulting, and optional trustee or bill-pay services when requested.
The firm begins client relationships with a Discovery Meeting and prepares an Investment Policy Statement to align portfolios with each client’s goals, risk tolerance and values; accounts are managed to model portfolios and are reviewed and rebalanced as needed. Sequoia’s investment approach emphasizes long-term horizons (using rolling ten‑year evaluation periods), holding through market downturns, limiting tactical moves, and maintaining cash positions to meet planned and unplanned liquidity needs.
Sequoia is notable for its asset scale relative to its size — it reports over $238 million in discretionary assets under management with a single primary advisor, a high AUM-per-advisor profile compared with peers. The firm also offers bundled advisory/coaching programs (including versions that include discretionary management), outsources trading activities to a third‑party trading provider, and generally leaves proxy voting to clients rather than voting securities on their behalf.
Client services
Financial planning
Portfolio management
Expertise
Charitable giving & philanthropy
Fee options
Summit Program: $3,536 per year; Summit Program Plus: $3,536 per year plus 0.90% of assets managed
$450,000 - $2,000,000: 1.60% $2,000,001 - $5,000,000: 1.50% $5,000,001 - $10,000,000: 1.25% $10,000,001+: 1.00%
Account minimum: $500,000 Minimum fee: $1,750 per quarter minimum fee for Investment Management services
Main office location
Sequoia Wealth Management Group
Gardnerville NV, United States
Number of offices
1
Most active in
Sequoia Wealth Management Group has reported serving >5 clients in these states in the last 12 months.
California · Nevada · New Hampshire · Pennsylvania · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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