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SEQUINOX WEALTH MANAGEMENT, LLC

LANCASTER, PA · CRD 335246 · IAPD ↗ · sequinox.com · 717-397-7957

$160.0MRegulatory AUM
3Advisory reps
7Employees
0Clients
251-500Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
December 2025 — SEQUINOX WEALTH MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
June 2025 — SEQUINOX WEALTH MANAGEMENT, LLC (LANCASTER, PA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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