Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

SEQUOIA WEALTH MANAGEMENT GROUP LLC

dba SEQUOIA WEALTH MANAGEMENT GROUP · CRD 311268 · Registered Investment Adviser

SEQUOIA WEALTH MANAGEMENT GROUP LLC is a Registered Investment Adviser. The firm reports $238,361,413 in regulatory assets under management across 327 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$238,361,413
Non-discretionary$0
Total RAUM$238,361,413
Accounts327

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 311268. adviserinfo.sec.gov/firm/summary/311268.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.