Sequoia Wealth Management

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

2500 W Higgins Rd Ste 360, Hoffman Estat...

Phone Number

(847) 310-5900

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
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May
ZI Rank
1
1
1
1
1
1

About Sequoia Wealth Management

Sequoia Wealth Management is a registered investment advisory firm that provides fee-based asset management services to accomplished individuals, families, and business owners across the United States. The firm specializes in wealth planning, risk management, and investment strategies tailored to meet the unique needs and long-term goals of its clients. With a team boasting over 100 years of collective experience, they offer professional guidance and broad market access to help clients navigate complex financial challenges. Sequoia Wealth Management is committed to delivering exceptional service, fostering meaningful relationships through thoughtful insights and honest communication.Explore more
Popular SearchesSequoia Wealth ManagementSequoia Wealth Management LLCSequoia Wealthmanagementseqwm.comSIC Code 62,628NAICS Code 52,523Show more

Sequoia Wealth Management Org Chart

PhoneEmail
RH
United States flag for contact location.

Senior Manager, Wealth

PhoneEmail
KL
United States flag for contact location.

Manager, Operations

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sequoia Wealth Management

<$5M
1-10
Private
-
2004
RH
Robert HughesSenior Manager, Wealth
$8.2M
11-50
Private
-
2010
LF
Laura FerrariniAdministrative Assistant
<$5M
1-10
Private
-
-
LP
Lea PicardyClient Relationship Manager
<$5M
1-10
Private
-
1994
WS
William SchmidtManager, Marketing
<$5M
1-10
Private
-
2003
BJ
Bradley JenksFinancial Professional
<$5M
1-10
Private
-
2015
PL
Pepper LayManager, Benefits Operations
<$5M
1-10
Private
-
2014
PB
Peggy BourasClient Service Associate
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Sequoia Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Sequoia Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sequoia Wealth Management.

Sequoia Wealth Management Tech Stack

A closer look at the technologies used by Sequoia Wealth Management

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Frequently Asked Questions Regarding Sequoia Wealth Management

What is Sequoia Wealth Management's official website?
Sequoia Wealth Management's official website is www.seqwm.com
What is Sequoia Wealth Management's Revenue?
Sequoia Wealth Management's revenue is <$5 Million
What is Sequoia Wealth Management's SIC code?
Sequoia Wealth Management's SIC: 62,628
What is Sequoia Wealth Management's NAICS code?
Sequoia Wealth Management's NAICS: 52,523
How many employees does Sequoia Wealth Management have?
Sequoia Wealth Management has 1-10 employees
What industry does Sequoia Wealth Management belong to?
Sequoia Wealth Management is in the industry of: Finance, Securities Trading
What is Sequoia Wealth Management competition?
Sequoia Wealth Management top competitors include: MLM Wealth Management, Star Capital Management, Schmidt Financial Resources, Gateway Financial Strategies
What technology does Sequoia Wealth Management use?
Some of the popular technologies that Sequoia Wealth Management uses are: Cloudflare Website Optimization, Google Tag Manager, Font Awesome, GoDaddy DNS
How do I contact Sequoia Wealth Management?
Sequoia Wealth Management contact info: Phone number: (847) 310-5900 Website: www.seqwm.com
What does Sequoia Wealth Management do?

Sequoia Wealth Management is a registered investment advisory firm that provides fee-based asset management services to accomplished individuals, families, and business owners across the United States. The firm specializes in wealth planning, risk management, and investment strategies tailored to meet the unique needs and long-term goals of its cli... ents. With a team boasting over 100 years of collective experience, they offer professional guidance and broad market access to help clients navigate complex financial challenges. Sequoia Wealth Management is committed to delivering exceptional service, fostering meaningful relationships through thoughtful insights and honest communication.Read More

Is Sequoia Wealth Management a public company?
Sequoia Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Sequoia Wealth Management

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