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SEQUOIA WEALTH MANAGEMENT, LLC
CRD 170543 · SEC 801-80362
200 APPLEBEE ST, SUITE 208, BARRINGTON, IL, 60010, United States
Phone
847-310-5900
Fax
847-310-5911
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$599.6M
Discretionary AUM
$227.3M
Team
16 total employees; 16 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1548 | $418.4M |
| High net worth individuals | 92 | $181.2M |
States served
AZ, CA, CO, DE, GA, IL, IN, IA, LA, MA, MI, MN, NJ, NY, NC, OH, PA, TN, VA, WI, MO, WA, TX, FL
All web addresses on file
- HTTP://WWW.PLANSMARTFINANCIAL.COM
- HTTPS://TWITTER.COM/JMCWEALTHMGMT
- https://www.facebook.com/JMC-Wealth-Management-Inc-538011652922206/
- HTTP://WWW.IRONWOODFWA.COM
- HTTP://WWW.ODEFINANCIALSERVICES.COM
- HTTP://WWW.JMCWEALTH.COM
- HTTP://WWW.MYREGENCYWEALTH.COM
- https://www.linkedin.com/company/jmc-wealth-management/about/
- HTTP://WWW.SEQWM.COM/
- https://www.facebook.com/OdeFinancialServices/?fref=ts
- https://www.sequoiafinancialplanning.com/
- https://www.debfinancial.com
- http://www.cpmfinancialservices.com/
- https://www.linkedin.com/company/ironwood-family-wealth-advisors-llc/about/
- https://www.linkedin.com/company/sequoia-financial-planning/?viewAsMember=true
- https://www.Advantagefinancialsg.com
- https://www.facebook.com/Sequoia-Financial-Planning-116409313069095/
Official SEC filing: View on IAPD