Sequoia Wealth Management

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

117 Osborne Cir, Kennett Square, Pennsyl...

Phone Number

(410) 303-6825

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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1
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About Sequoia Wealth Management

Sequoia Wealth Management is an SEC Registered Investment Advisory Firm led by President and Wealth Management Advisor Nicole A. Vicencio. The firm is dedicated to helping their clients achieve longevity, growth, and prosperity through personalized wealth management services. They cater to clients in several states, including Virginia, Maryland, Pennsylvania, and more. With a focus on securities and advisory services, Sequoia aims to guide individuals in effective financial planning and investment strategies.Explore more
Popular SearchesSequoia Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Sequoia Wealth Management Org Chart

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NV
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Compare Similar Companies to Sequoia Wealth Management

Compare insights from companies similar to Sequoia Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sequoia Wealth Management

<$5M
1-10
Private
-
-
NV
Nicole VicencioWealth Management President, CEO & Advisor
<$5M
1-10
Private
-
2020
BT
Brian ThomasManaging Partner, Financial Advisor
<$5M
1-10
Private
-
2010
DL
Dani LehrkeDirector, Operations
<$5M
11-50
Private
-
-
VS
Valerie SimsonFinancial Advisor
<$5M
1-10
Private
-
2005
TK
Tricia KrietzbergPractice Manager
<$5M
1-10
Private
-
-
N/A
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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.sequoia-wealthmanagement.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: Ratcliff Financial Services, Krietzberg Wealth Management, Wealth Management Group, OWL Private Wealth Advisors
What technology does Sequoia Wealth Management use?
Some of the popular technologies that Sequoia Wealth Management uses are: NS1, Squarespace Online Stores, Adobe Typekit, Squarespace
How do I contact Sequoia Wealth Management?
Sequoia Wealth Management contact info: Phone number: (410) 303-6825 Website: www.sequoia-wealthmanagement.com
What does Sequoia Wealth Management do?

Sequoia Wealth Management is an SEC Registered Investment Advisory Firm led by President and Wealth Management Advisor Nicole A. Vicencio. The firm is dedicated to helping their clients achieve longevity, growth, and prosperity through personalized wealth management services. They cater to clients in several states, including Virginia, Maryland, Pe... nnsylvania, and more. With a focus on securities and advisory services, Sequoia aims to guide individuals in effective financial planning and investment strategies.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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