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Sequoia Wealth Management

EST. AUM
$514,331,206

CONTACTS
2

CLIENT ACCOUNTS
2,698

Firm Details

Metro area Chicago
CRD Number 170543
Website seqwm.com
Client types

Overview

Sequoia Wealth Management is a Registered Investment Advisor (RIA) providing financial planning, fee-based asset management, and risk management services to individuals, families, and business owners. The firm utilizes a network of experienced financial advisors, industry resources, and access to institutional investment managers to offer customized solutions for a variety of financial needs. The company emphasizes building long-term client relationships and delivering personalized services, focusing on strategies designed to support clients through different stages of their financial lives.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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