Sequoia Ridge Wealth LLC

Overview

Sequoia Ridge Wealth LLC is a privately owned limited liability company that provides fee-based portfolio management services to individuals and small businesses. The firm is owned by an individual rather than a corporate or institutional parent and charges clients on a percentage-of-assets-under-management basis. The firm's stated activity is portfolio management; it does not position itself as a capital allocator, pension consultant, or as a multi-state adviser. Sequoia Ridge does not identify as an active ESG investor. The firm's profile lists an industry affiliation with a law firm, which suggests a connection to legal professionals or services that may inform its work with estate, tax, or other legally complex client situations. It is not described as having related adviser entities and is not newly formed.