Sequinox Wealth Management, LLC

Overview

Sequinox Wealth Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2025. The firm is owned by an individual and serves a mix of individual, family and institutional clients. Its advisory work centers on financial planning and portfolio management for individuals and small businesses; the firm also operates as an insurance broker. Fee arrangements include both a percentage-of-AUM schedule and fixed-fee engagements. Sequinox identifies as not being an active ESG investor and is not registered as a multi-state adviser or pension consultant. The firm does not act as a capital allocator (it does not appear to run proprietary pooled funds).

Assets & Accounts

Public Holdings

Investments & Alternatives