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Building 2SEQUOIA WEALTH MANAGEMENT GROUP

Map pin
Phone707-763-8600
NotebookSEC #801-119942
Total AUM
$238.4M
Employees
3
Clients
90

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8-5
Monday - Friday
Phone
707-763-8600

ReceiptFinancials

Total AUM
$238.4M
Accounts
327
Discretionary
$238.4M
Accounts
327
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
31
AUM
$12.3M
HNW Individual Clients
58
AUM
$225.9M
Charitable Organization Clients
1
AUM
$220.2K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANHNVPATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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