# Sequoia Wealth Management Group

> Sequoia Wealth Management Group is an SEC-registered investment advisory firm in Minden, NV, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 311268
- Filed as: SEQUOIA WEALTH MANAGEMENT GROUP
- Legal name: Sequoia Wealth Management Group LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Minden, NV
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311268
- AdvisorCensus page: https://advisorcensus.com/firm/sequoia-wealth-management-group-minden-nv-311268

## Quick answers

**How is Sequoia Wealth Management Group compensated?**
On its Form ADV (Item 5.E, October 2026), Sequoia Wealth Management Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Sequoia Wealth Management Group located?**
Sequoia Wealth Management Group's principal office is in Minden, NV, according to its Form ADV.

**Is Sequoia Wealth Management Group registered with the SEC or a state?**
Sequoia Wealth Management Group is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 311268.

**How much does Sequoia Wealth Management Group manage?**
Sequoia Wealth Management Group reports $238,361,413 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (100% discretionary).

**How have Sequoia Wealth Management Group's assets and staff changed since 2021?**
In the Form ADV data for Sequoia Wealth Management Group: Regulatory assets under management: $105,439,470 in the October 2021 data and $238,361,413 in the October 2026 data, up 126%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sequoia Wealth Management Group serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (58); individuals (other than high net worth individuals) (31); charitable organizations (1).

**Which custodians does Sequoia Wealth Management Group use?**
Sequoia Wealth Management Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Raymond James & Associates, Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Sequoia Wealth Management Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/311268

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Raymond James & Associates, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $238,361,413
- Discretionary: $238,361,413
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 31 | $12,257,306 |
| High net worth individuals | 58 | $225,883,907 |
| Charitable organizations | 1 | $220,200 |

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

### Firm details
- Registered since: 2020 (5 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NH, NV, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sequoiawmg.com
- Facebook @sequoiawealth
- X @sequoiawmg
- YouTube @sequoiawealthmg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $105,439,470 | 3 | March 7, 2021 |
| October 2022 | $113,953,146 | 3 | January 20, 2022 |
| October 2023 | $276,677,061 | 3 | February 25, 2023 |
| October 2024 | $247,928,434 | 3 | August 9, 2024 |
| October 2025 | $240,881,276 | 3 | March 20, 2025 |
| October 2026 | $238,361,413 | 3 | March 13, 2026 |

Regulatory assets under management: $105,439,470 in the October 2021 data and $238,361,413 in the October 2026 data, up 126%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sequoia Wealth Management Group (CRD 311268): Form ADV filing data as of October 2026.