# Tenbroeck Wealth Management, LLC

> Tenbroeck Wealth Management, LLC is a state-registered investment advisory firm in Visalia, CA, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 15, 2026.

- CRD: 304388
- Filed as: TENBROECK WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Visalia, CA
- Filing period: October 2026
- Form ADV filing dated: September 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/304388
- AdvisorCensus page: https://advisorcensus.com/firm/tenbroeck-wealth-management-llc-visalia-ca-304388

## Quick answers

**How is Tenbroeck Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Tenbroeck Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Tenbroeck Wealth Management, LLC located?**
Tenbroeck Wealth Management, LLC's principal office is in Visalia, CA, according to its Form ADV.

**Is Tenbroeck Wealth Management, LLC registered with the SEC or a state?**
Tenbroeck Wealth Management, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 304388.

**How much does Tenbroeck Wealth Management, LLC manage?**
Tenbroeck Wealth Management, LLC reports $20,921,491 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (100% discretionary).

**What types of clients does Tenbroeck Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (140); high net worth individuals (5).

**Does Tenbroeck 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/304388

**What changed in Tenbroeck Wealth Management, LLC's recent Form ADV filings?**
In the October 2026 filing data: Changed its legal name from Sequoia Financial, LLC to Tenbroeck Wealth Management, LLC.

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $20,921,491
- Discretionary: $20,921,491
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 140 | $15,706,927 |
| High net worth individuals | 5 | $5,214,564 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tenbroeckwealth.com

## Changes in the filing (last 12 months)

### October 2026
- Changed its legal name from Sequoia Financial, LLC to Tenbroeck Wealth Management, LLC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tenbroeck Wealth Management, LLC (CRD 304388): Form ADV filing data as of October 2026.