Sequoia Wealth Management Group

Overview

Sequoia Wealth Management Group is an independent registered investment adviser that provides financial planning and portfolio management primarily for individuals, families and smaller institutions. The firm is owner-operated and has operated under SEC registration since 2020. Its fee approach is flexible — charging a percentage of AUM alongside hourly and fixed-fee arrangements — and its advisory practice emphasizes discretionary portfolio management. Sequoia does not identify as an active ESG investor, is not a capital allocator, and does not operate as a multi-state adviser or pension consultant. Client profiles skew toward high-net-worth households: the firm’s average client size and account-level metrics indicate tailored wealth-management relationships rather than mass-market advisory work. Sequoia was recognized by Citywire in 2024 as one of their "50 Growers Across America," reflecting measured growth relative to peers.

Assets & Accounts

Investments & Alternatives

Location & Offices