Sequoia Planning & Investments LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 15, 2026, reports $160M in regulatory assets under management, 2 employees, and 80 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 66.7% of total clients.
Top client categories% of clientsClients
1
HNWI
66.7%
20
2
Individuals
33.3%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$160Mas of March 15, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$160M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$160M
Total Accounts80
10Y AUM Change$-10M (-6.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee15:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.