SEQUINOX WEALTH MANAGEMENT, LLC

Overview

Sequinox Wealth Management, LLC is an independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small-business clients. The firm combines a traditional mutual fund–centric approach with access to third‑party alternative fund managers; it also operates as an insurance broker, integrating insurance solutions alongside investment advice. Sequinox reports fee arrangements that include a percentage‑of‑AUM model plus other fee structures, and it does not position itself as an ESG‑focused manager. The adviser is owner‑managed and SEC‑registered (2025). All of the firm’s reported advisory assets are discretionary, indicating Sequinox typically implements and manages portfolios on an ongoing basis rather than acting in a purely consultative role. The client mix includes both individual/family relationships and institutional engagements, with services targeted at standard financial planning, portfolio construction and ongoing wealth management.

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Public Holdings

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Location & Offices