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).

By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • 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
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

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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