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SEQUINOX WEALTH MANAGEMENT, LLC
CRD 335246 · SEC 801-132845
941 WHEATLAND AVE., SUITE 101, LANCASTER, PA, 17603, United States
Phone
717-397-7957
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$160.0M
Discretionary AUM
$160.0M
Team
7 total employees; 3 advisory reps
Clients
251-500
Fees
Percentage of AUM; FINANCIAL PLANNING
Org form
Limited Liability Company
Filing date
2026-02-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 727 | $107.8M |
| High net worth individuals | 30 | $46.0M |
| Charitable organizations | 2 | $200K |
| Corporations/business entities | 2 | $6.0M |
States served
AZ, PA
All web addresses on file
Official SEC filing: View on IAPD