Sequoia Wealth, LLC
Sequoia Wealth, LLC (CRD# 170044) is a financial advisory firm headquartered in Palm Springs, CA. They manage $16,544,850 in 8 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Sequoia Wealth, LLC
By the Numbers
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Total Assets Under Management17MILLION
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Total Number of Accounts8ACCOUNTS
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Average Account Value$2,068,106
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Sequoia Wealth, LLC
1
Joseph Ferree (CRD# 1173801) is an Investment Advisor Representative working at Sequoia Wealth, LLC in Palm Springs, CA and has over 10 years of experience in the finance industry.
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