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SEQUOIA WEALTH MANAGEMENT, LLC

BARRINGTON, IL · CRD 170543 · IAPD ↗ · 847-310-5900

$599.6MRegulatory AUM
16Advisory reps
16Employees
0Clients
More than 500Planning clients
0Private funds
24States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2025 — SEQUOIA WEALTH MANAGEMENT, LLC shrank from 20 to 16 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
53
April 2025 — SEQUOIA WEALTH MANAGEMENT, LLC added office(s): 10 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2025 — SEQUOIA WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($457.2M -> $514.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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