Sequoia Wealth Management Group

Sequoia Wealth Management Group (CRD# 311268) is a financial advisory firm headquartered in Minden, NV. They manage $247,928,434 in 342 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
Po Box 1449, Minden, NV 89423
https://twitter.com/sequoiawmg?lang=en
By the Numbers
  • Total Assets Under Management
    248
    MILLION
  • Total Number of Accounts
    342
    ACCOUNTS
  • Average Account Value
    $724,937
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NH, NV, PA, TX

Financial Advisors at Sequoia Wealth Management Group
Showing 1 - 1 of 1 top financial advisors.
1
Matthew Schafer, financial advisor Gardnerville NV
Matthew J. Schafer
CRD#: 2799407
2026 Rocking Horse Rd., Gardnerville, NV 89410

Matthew Schafer (CRD# 2799407) is an Investment Advisor Representative working at Sequoia Wealth Management Group in Gardnerville, NV and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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