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SEQUOIA PRIVATE WEALTH MANAGEMENT, LLC
CRD 174527
8951 CYPRESS WATERS BLVD, STE 160, IRVING, TX, 75019, United States
Phone
214-673-9938
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$46.6M
Discretionary AUM
$46.6M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-26
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $9.4M |
| High net worth individuals | 13 | $37.2M |
All web addresses on file
Official SEC filing: View on IAPD