SEQUOIA WEALTH MANAGEMENT, LLC
Latest filing: Jul 14, 2025 (30 days ago)
AUM
$514,331,206
12% change vs. 1 year ago
4% change vs. 3 years ago
43% change vs. 5 years ago
121% change vs. 10 years ago
Employee Count
16
-20% change vs. 1 year ago
-27% change vs. 3 years ago
-33% change vs. 5 years ago
33% change vs. 10 years ago
Main Office
BARRINGTON, IL
200 APPLEBEE ST, BARRINGTON, IL, UNITED STATES, 60010
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.2 |
| Non-Discretionary | $0.3 |
| Total | $0.5 |
| Client | AUM |
|---|---|
| Retail | $0.5 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.5 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 1,476 | $0.4 |
| Average Individual AUM | $252,914 | |
| HNW | 74 | $0.1 |
| Average HNW AUM | $1,905,814 | |
| Retail Total | 1,550 | $0.5 |
| Average Retail AUM | $331,827 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| ASSETMARK BROKERAGE, LLC | CONCORD-CA-USA | $0.2 |
| LPL FINANCIAL LLC | BOSTON-MA-USA | $0.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.5 |
| Retail SMA AUM | $0.5 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 38% | $0.2 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 16% | $0.1 |
| Municipal | 4% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 42% | $0.2 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.5 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
14 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| DAVID ANDREWS | BARRINGTON | IL | S63|1998-06-19|S65|1992-11-04 | CERTIFIED FINANCIAL PLANNER | |||||
| TIMOTHY O'DONNELL | BARRINGTON | IL | S66|2006-05-18 | ||||||
| PATRICK LYMAN | BARRINGTON | IL | S66|2020-09-23 | CERTIFIED FINANCIAL PLANNER | |||||
| ANTHONY BALDASSANO | BARRINGTON | IL | S65|2010-11-29 | PERSONAL FINANCIAL SPECIALIST | |||||
| EDWARD SCOBY | BARRINGTON | IL | S66|2008-01-14 | CERTIFIED FINANCIAL PLANNER | |||||
| CHARLES MELKA | BARRINGTON | IL | S63|1992-03-18|S65|2016-08-02 | CERTIFIED FINANCIAL PLANNER | |||||
| ROBERT ENGELS | BARRINGTON | IL | S63|1987-09-01 | CHARTERED FINANCIAL CONSULTANT | |||||
| JOHN KOSMER | BARRINGTON | IL | S63|1999-05-07|S65|2015-03-20 | ||||||
| ROBERT LYMAN | BARRINGTON | IL | S63|1991-12-16|S65|1999-05-06 | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL CONSULTANT | |||||
| DAVID BRAGMAN | BARRINGTON | IL | S66|2011-12-30|S65|2016-07-27 | CHARTERED FINANCIAL CONSULTANT | |||||
| SEAN LYMAN | BARRINGTON | IL | S66|2013-09-18 | CERTIFIED FINANCIAL PLANNER | |||||
| GENE HISER | BARRINGTON | IL | S63|1991-10-21|S65|1999-05-11 | ||||||
| LISA ZARKIN | BARRINGTON | IL | S63|1991-10-02|S65|1998-01-13 | CERTIFIED FINANCIAL PLANNER | |||||
| CHARLES IEUTER | BARRINGTON | IL | S63|1988-04-01 | CHARTERED FINANCIAL CONSULTANT | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $0.5 | $0.0 | 0% | 16 | 0 | 0% |
| 2025-04-21 | $0.5 | $0.0 | 0% | 16 | 0 | 0% |
| 2024-04-02 | $0.5 | $0.1 | 12% | 20 | -4 | -20% |
| 2023-04-04 | $0.4 | $0.1 | 17% | 22 | -6 | -27% |
| 2022-04-01 | $0.5 | $0.0 | 4% | 22 | -6 | -27% |
| 2021-04-05 | $0.5 | $0.1 | 12% | 25 | -9 | -36% |
| 2020-04-01 | $0.4 | $0.2 | 43% | 24 | -8 | -33% |
| 2019-04-01 | $0.3 | $0.2 | 58% | 23 | -7 | -30% |
| 2018-04-02 | $0.3 | $0.2 | 69% | 23 | -7 | -30% |
| 2017-04-01 | $0.2 | $0.3 | 152% | 21 | -5 | -24% |
| 2016-04-01 | $0.3 | $0.2 | 82% | 18 | -2 | -11% |
| 2015-04-01 | $0.2 | $0.3 | 121% | 12 | 4 | 33% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| IL, AZ-03/05/2015, CA-03/05/2015, CO-03/05/2015, DE-03/05/2015, FL-03/05/2015, GA-03/16/2020, IA-03/05/2015, IL-10/01/2014, IN-03/05/2015, LA-04/07/2016, MA-03/05/2015, MI-03/05/2015, MN-03/05/2015, MO-03/05/2015, NC-03/05/2015, NJ-03/13/2015, NY-03/05/2015, OH-03/05/2015, PA-03/05/2015, TN-03/05/2015, TX-03/05/2015, VA-03/05/2015, WA-03/05/2015, WI-03/05/2015 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
|
REP BROKER DEALER INSURANCE AGENT |
ADVDB.CO • SOURCE: SEC FORM ADV