SEQUOIA PRIVATE WEALTH MANAGEMENT, LLC

Overview

Sequoia Private Wealth Management, LLC is a small, fee-based advisory firm that focuses on portfolio management for individuals and small businesses. The firm structures client relationships around discretionary management and leans heavily on pooled public funds and mutual funds as the backbone of client portfolios. Its operating style appears to favor model-driven or manager-of-managers approaches rather than an emphasis on direct single-stock active trading. Sequoia is not positioned as an ESG-focused or multi-state adviser and does not act as a capital allocator in the sense of running its own third‑party fund platform. Service delivery is aimed at high-net-worth individuals and families, with account relationships managed on a percentage-of-AUM fee basis. Custody and trading flow primarily through a major custodian, which supports a traditional wealth management setup (managed accounts, mutual funds and third‑party alternatives).

Assets & Accounts

Investments & Alternatives

Location & Offices