Sequoia Wealth Management, LLC

Sequoia Wealth Management, LLC (CRD# 170543) is a financial advisory firm headquartered in Hoffman Estates, IL. They manage $267,749,357 in 1,384 accounts and serve the financial needs of clients across 23 states (or territories).

By the Numbers
  • Total Assets Under Management
    268
    MILLION
  • Total Number of Accounts
    1,384
    ACCOUNTS
  • Average Account Value
    $193,461
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 13 top financial advisors.
1
David L. Andrews
CRD#: 2295408
200 Applebee Street, Suite 208, Barrington, IL 60010
96
Wealthminder
score

David Andrews (CRD# 2295408) is an Investment Advisor Representative working at Sequoia Wealth Management, LLC in Barrington, IL and has over 25 years of experience in the finance industry. David Andrews 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.

2
Robert A. Engels
CRD#: 1704025
Appleton, WI
96
Wealthminder
score

Robert Engels (CRD# 1704025) is an Investment Advisor Representative working at Sequoia Wealth Management, LLC in Appleton, WI and has over 30 years of experience in the finance industry.

3
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 30 years of experience in the finance industry.

4
David E. Bragman
CRD#: 5958698
1332 N. Halsted, #301, Chicago, IL 60642
93
Wealthminder
score

David Bragman (CRD# 5958698) is an Investment Advisor Representative working at Sequoia Wealth Management, LLC in Chicago, IL and has over 6 years of experience in the finance industry.

5
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.

6
Monica E. Lacey
CRD#: 2948024
1100 Jorie Blvd., Suite 118, Oak Brook, IL 60523
93
Wealthminder
score

Monica Lacey (CRD# 2948024) is an Investment Advisor Representative working at Sequoia Wealth Management, LLC in Oak Brook, IL and has over 20 years of experience in the finance industry.

7
Eric A. Mesko
CRD#: 4744506
1 Executive Court, Suite 5, South Barrington, IL 60010
93
Wealthminder
score

Eric Mesko (CRD# 4744506) is an Investment Advisor Representative working at Sequoia Wealth Management, LLC in South Barrington, IL and has over 14 years of experience in the finance industry.

8
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 19 years of experience in the finance industry.

9
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 26 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.

10
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.

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