Sequinox Wealth Management, LLC

Overview

Sequinox Wealth Management, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm is individually owned and serves both individual & family clients and institutional relationships. Its advisory services center on financial planning and discretionary portfolio management for individuals and small businesses, and it also conducts insurance brokerage activities. Client billing follows a mix of percentage-of-AUM and fixed-fee arrangements. The FINTRX profile flags Sequinox as not being an active ESG investor, not a multi-state adviser, and not a capital allocator — it does not position itself as a fund-of-funds allocator to outside managers even though it uses third-party alternative funds in client portfolios.

Assets & Accounts

Investments & Alternatives