Sequoia Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Barrington, IL. Its latest Form ADV filing, dated March 12, 2026, reports $600M in regulatory assets under management, 16 employees, 9 offices, and 2,892 accounts.
Assets Under Management
$600M
Employees
16
Offices
9 offices
Total Clients
1,640
Primary office
BARRINGTON, IL
200 APPLEBEE ST, SUITE 208, BARRINGTON, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 94.4% of total clients.
Top client categories% of clientsClients
1
Individuals
94.4%
1,548
2
HNWI
5.6%
92
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$600Mas of March 12, 2026
Discretionary37.9%
$227M
38% of total RAUM37.9%
Non-discretionary62.1%
$372M
62% of total RAUM62.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$600M
Total Accounts2,892
10Y AUM Change+$396M (+194.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee103:1
10Y Employee Change-5 (-23.8%)
* 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.