# Sequoia Ridge Wealth LLC

> Sequoia Ridge Wealth LLC is a state-registered investment advisory firm in Redlands, CA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 18, 2026.

- CRD: 343800
- Filed as: SEQUOIA RIDGE WEALTH LLC
- Registration: State-registered investment adviser (status as filed: CONDREST)
- Location: Redlands, CA
- Filing period: October 2026
- Form ADV filing dated: September 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/343800
- AdvisorCensus page: https://advisorcensus.com/firm/sequoia-ridge-wealth-llc-redlands-ca-343800

## Quick answers

**How is Sequoia Ridge Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sequoia Ridge Wealth LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Sequoia Ridge Wealth LLC located?**
Sequoia Ridge Wealth LLC's principal office is in Redlands, CA, according to its Form ADV.

**Is Sequoia Ridge Wealth LLC registered with the SEC or a state?**
Sequoia Ridge Wealth LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: CONDREST. CRD 343800.

**How much does Sequoia Ridge Wealth LLC manage?**
Sequoia Ridge Wealth LLC reports $0 in regulatory assets under management in its Form ADV filing dated September 18, 2026.

**Does Sequoia Ridge Wealth LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/343800

**What changed in Sequoia Ridge Wealth LLC's recent Form ADV filings?**
In the October 2026 filing data: Newly registered with a state securities regulator.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### October 2026
- Newly registered with a state securities regulator.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sequoia Ridge Wealth LLC (CRD 343800): Form ADV filing data as of October 2026.
