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Building 2SEQUOIA WEALTH MANAGEMENT, LLC

Map pinBARRINGTON, IL
Phone847-310-5900
NotebookSEC #801-80362
Total AUM
$599.6M
Employees
16
Clients
1,640

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 APPLEBEE ST
SUITE 208
BARRINGTON
IL 60010
United States
Operating Hours
9:00 AM - 5:00PM
Monday - Friday
Phone
847-310-5900
Other Offices
9

ReceiptFinancials

Total AUM
$599.6M
Accounts
2,892
Discretionary
$227.3M
Accounts
1,088
Non-Discretionary
$372.3M
Accounts
1,804

ContactClients

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Individual Clients
1,548
AUM
$418.4M
HNW Individual Clients
92
AUM
$181.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACODEFLGAIAILINLAMAMIMNMONCNJNYOHPATNTXVAWAWI

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

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