SEQUOIA WEALTH MANAGEMENT, LLC

BARRINGTON, Illinois·1 registered advisor·CRD# 170543
SEC# 801-8036210847-310-5900
01

Firm Overview

AUM
$457M
Regulatory assets under management
Employees
20
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SEQUOIA WEALTH MANAGEMENT, LLC

1 registered advisor
Robert Dennis Lyman
BARRINGTON, Illinois
05

Office Locations

BARRINGTON, Illinois
1 advisor

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Data sourced from SEC Form ADV filings. SEQUOIA WEALTH MANAGEMENT, LLC (CRD# 170543) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.