Sequoia Wealth Management, LLC

Sequoia Wealth Management, LLC (CRD# 170543) is a financial advisory firm headquartered in Hoffman Estates, IL. They manage $283,153,949 in 2,331 accounts and serve the financial needs of clients across 23 states (or territories).

By the Numbers
  • Total Assets Under Management
    283
    MILLION
  • Total Number of Accounts
    2,331
    ACCOUNTS
  • Average Account Value
    $121,473
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
  • Pension consulting services
  • 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.

AZ, CA, CO, DE, FL, IA, IL, IN, LA, MA, MI, MN, MO, NC, NJ, NY, OH, PA, TN, TX, VA, WA, WI

Financial Advisors at Sequoia Wealth Management, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Charles R. Ieuter
CRD#: 1254886
1622 Willow Road, Suite 111, Northfield, IL 60093
96
Wealthminder
score

Charles Ieuter (CRD# 1254886) is an Investment Advisor Representative working at Sequoia Wealth Management, LLC in Northfield, IL and has over 29 years of experience in the finance industry.

2
Andrew G. Palomo
CRD#: 5634997
224 S. Marion St., Oak Park, IL 60302
96
Wealthminder
score

Andrew Palomo (CRD# 5634997) is an Investment Advisor Representative working at Sequoia Wealth Management, LLC in Oak Park, IL and has over 8 years of experience in the finance industry. Andrew Palomo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Christopher M. Conmy
CRD#: 5634864
224 S. Marion St., Oak Park, IL 60302
93
Wealthminder
score

Christopher Conmy (CRD# 5634864) is an Investment Advisor Representative working at Sequoia Wealth Management, LLC in Oak Park, IL and has over 8 years of experience in the finance industry.

4
John J. Kosmer
CRD#: 3185064
201 S. Riverheath Way, Evergreen Building Suite 1400, Appleton, WI 54915
93
Wealthminder
score

John Kosmer (CRD# 3185064) is an Investment Advisor Representative working at Sequoia Wealth Management, LLC in Appleton, WI and has over 18 years of experience in the finance industry.

5
Torsten Saile
CRD#: 3165159
200 Applebee Street, Suite 208, Barrington, IL 60010
93
Wealthminder
score

Torsten Saile (CRD# 3165159) is an Investment Advisor Representative working at Sequoia Wealth Management, LLC in Barrington, IL and has over 18 years of experience in the finance industry.

6
Charles P. Melka
CRD#: 2216510
460 N. Main St., Suite 206, Glen Ellyn, IL 60137
92
Wealthminder
score

Charles Melka (CRD# 2216510) is an Investment Advisor Representative working at Sequoia Wealth Management, LLC in Glen Ellyn, IL and has over 25 years of experience in the finance industry. Charles Melka has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Jordan Gales
CRD#: 6517528
1017 W. Washington Suite 3e, Chicago, IL 60607
87
Wealthminder
score

Jordan Gales (CRD# 6517528) is an Investment Advisor Representative working at Sequoia Wealth Management, LLC in Chicago, IL and has 1 year of experience in the finance industry.

8
Keith B. Mooney
CRD#: 2562218
1 Executive Court, Suite #5, South Barrington, IL 60010
86
Wealthminder
score

Keith Mooney (CRD# 2562218) is an Investment Advisor Representative working at Sequoia Wealth Management, LLC in South Barrington, IL and has over 23 years of experience in the finance industry. Keith Mooney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Joseph A. Lyons
CRD#: 2888969
1 Executive Court, Suite #5, South Barrington, IL 60010
76
Wealthminder
score

Joseph Lyons (CRD# 2888969) is an Investment Advisor Representative working at Sequoia Wealth Management, LLC in South Barrington, IL and has over 20 years of experience in the finance industry. Joseph Lyons has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Timothy E. O'donnell
CRD#: 1944448
2500 West Higgins Road, Suite 360, Hoffman Estates, IL 60169
61
Wealthminder
score

Timothy O'donnell (CRD# 1944448) is an Investment Advisor Representative working at Sequoia Wealth Management, LLC in Hoffman Estates, IL and has over 11 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.