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SEQUOIA WEALTH MANAGEMENT, LLC
CRD 170543File 801-80362
APPROVED
Retail clients
Filing as of Mar 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$599.6M
Above cohort median (national)
Discretionary AUM
$227.3M
Non-discretionary $372.3M
Clients
1,640
2,892 accounts
Employees
16
Above cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Oct 1, 2014
- Principal office
- 200 APPLEBEE ST, SUITE 208, BARRINGTON, IL, 60010
- Phone
- 847-310-5900
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $599.6M
- Discretionary AUM
- $227.3M
- Non-discretionary AUM
- $372.3M
- Discretionary accounts
- 1,088
- Non-discretionary accounts
- 1,804
- Total accounts
- 2,892
- AUM per client
- $366K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 92 | $181.2M |
| Individuals (other than high net worth individuals) | 1,548 | $418.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.