Sequoia Wealth Management, LLC
Firm details
- Headquarters
- Barrington, Illinois
- CRD number
- 170543
- Registered since
- October 1, 2014
- Custodians
- ASSETMARK TRUST CO., LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals69.78%
- HNWI30.22%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Sequoia Wealth Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2014. The firm serves individuals and families, offering financial planning, portfolio management for individuals and small businesses, and educational seminars. It operates as a registered representative of a broker-dealer and as an insurance broker, and charges clients via a mix of AUM-based fees, hourly billing, and fixed fees. Sequoia does not position itself as an ESG-focused allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds44%
- Exchange Traded Equities38%
- US Government Bonds14%
- State & Local Bonds4%
Contacts
3 of 16
Lisa Zarkin
President and Financial AdvisorCRD 2158487
Anthony Baldassano
Investment AdvisorCRD 6023520
Timothy O'donnell
Registered RepresentativeCRD 1944448
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Barrington, IL
Lake
Location
Barrington, IL
Headquartered in Barrington, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Lake
- Address
- 200 Applebee St
- Time zone
- CT (UTC-6)
- Office locations
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