Sequoia Private Wealth Management, LLC

Sequoia Private Wealth Management, LLC (CRD# 174527) is a financial advisory firm headquartered in Plano, TX. They manage $16,890,080 in 26 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Sequoia Private Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
William M. Hubble
CRD#: 2471486
5445 Legacy Drive, Suite 140, Plano, TX 75024

William Hubble (CRD# 2471486) is an Investment Advisor Representative working at Sequoia Private Wealth Management, LLC in Plano, TX and has over 24 years of experience in the finance industry. William Hubble has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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