Sequoia Wealth, LLC

Sequoia Wealth, LLC (CRD# 170044) is a financial advisory firm headquartered in Palm Springs, CA. They manage $9,107,593 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $1,517,932
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

CA

Financial Advisors at Sequoia Wealth, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joseph C. Ferree
CRD#: 1173801
Palm Springs, CA
89
Wealthminder
score

Joseph Ferree (CRD# 1173801) is an Investment Advisor Representative working at Sequoia Wealth, LLC in Palm Springs, CA and has over 3 years of experience in the finance industry.

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