# Sequoia Wealth Management, LLC

> Sequoia Wealth Management, LLC is an SEC-registered investment advisory firm in Barrington, IL, registered since 2014, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 170543
- Filed as: SEQUOIA WEALTH MANAGEMENT, LLC
- Also doing business as: ANDERSON INVESTMENT CONSULTING & SERVICES, CPM FINANCIAL SERVICES, DEB FINANCIAL, IRONWOOD FAMILY WEALTH ADVISORS, JMC WEALTH MANAGEMENT, ODE FINANCIAL SERVICES, PLANSMART FINANCIAL SERVICES, REGENCY WEALTH MANAGEMENT, SEQUOIA FINANCIAL PLANNING, SEQUOIA WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Barrington, IL
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/170543
- AdvisorCensus page: https://advisorcensus.com/firm/sequoia-wealth-management-llc-barrington-il-170543

## Quick answers

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

**Where is Sequoia Wealth Management, LLC located?**
Sequoia Wealth Management, LLC's principal office is in Barrington, IL, according to its Form ADV; the April 2026 filing also lists 6 other offices (Schedule D, Section 1.F).

**Is Sequoia Wealth Management, LLC registered with the SEC or a state?**
Sequoia Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 170543.

**How much does Sequoia Wealth Management, LLC manage?**
Sequoia Wealth Management, LLC reports $599,623,650 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (38% discretionary).

**How have Sequoia Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Sequoia Wealth Management, LLC: Regulatory assets under management: $459,829,842 in the October 2021 data and $599,623,650 in the October 2026 data, up 30%. Total employees: 25 in October 2021 and 16 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, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,548); high net worth individuals (92).

**Which custodians does Sequoia Wealth Management, LLC use?**
Sequoia Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Assetmark Brokerage, LLC and LPL Financial LLC as custodians holding 10% or more of its separately managed account assets.

**Does Sequoia Wealth Management, LLC 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/170543

**What changed in Sequoia Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $514,331,206 to $599,623,650 (+17%). No longer lists an office in Naperville, IL.

## 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))
- Assetmark Brokerage, LLC
- LPL Financial LLC

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: $599,623,650
- Discretionary: $227,334,556
- Non-discretionary: $372,289,094

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,548 | $418,402,495 |
| High net worth individuals | 92 | $181,221,155 |

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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 16 total, 16 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CO, DE, FL, GA, IA, IL, IN, LA, MA, MI, MN, MO, NC, NJ, NY, OH, PA, TN, TX, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Appleton, WI
- Barrington, IL
- Chicago, IL
- Glenn Ellyn, IL
- Naperville, IL
- Wilmette, IL

### Websites listed on Form ADV (Item 1.I)
- advantagefinancialsg.com
- cpmfinancialservices.com
- debfinancial.com
- ironwoodfwa.com
- jmcwealth.com
- myregencywealth.com
- odefinancialservices.com
- plansmartfinancial.com
- sequoiafinancialplanning.com
- seqwm.com
- Facebook @JMC-Wealth-Management-Inc-538011652922206
- Facebook @OdeFinancialServices
- Facebook @Sequoia-Financial-Planning-116409313069095
- LinkedIn @ironwood-family-wealth-advisors-llc
- LinkedIn @jmc-wealth-management
- LinkedIn @sequoia-financial-planning
- X @JMCWEALTHMGMT

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $459,829,842 | 25 | September 23, 2021 |
| October 2022 | $496,096,039 | 22 | April 1, 2022 |
| October 2023 | $438,177,764 | 22 | July 13, 2023 |
| October 2024 | $457,188,363 | 20 | March 13, 2024 |
| October 2025 | $514,331,206 | 16 | July 14, 2025 |
| October 2026 | $599,623,650 | 16 | March 12, 2026 |

Regulatory assets under management: $459,829,842 in the October 2021 data and $599,623,650 in the October 2026 data, up 30%.
Total employees: 25 in October 2021 and 16 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $514,331,206 to $599,623,650 (+17%).
- No longer lists an office in Naperville, IL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sequoia Wealth Management, LLC (CRD 170543): Form ADV filing data as of October 2026.