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SEQUENT ASSET MANAGEMENT, LLC

HOUSTON, TX · CRD 148194 · IAPD ↗ · sequentasset.com · 713-467-0008

$1.06BRegulatory AUM
2Advisory reps
3Employees
0Clients
26-50Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
May 2026 — SEQUENT ASSET MANAGEMENT, LLC crossed $1B in regulatory AUM ($972.7M -> $1.06B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.