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).
Total Assets Under Management9MILLION
Total Number of Accounts6ACCOUNTS
Average Account Value$1,517,932
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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.