Sequoia Wealth Management LLC
Legal Name: SEQUOIA WEALTH MANAGEMENT, LLC
Full Contact Details
Sequoia Wealth Management LLC
200 APPLEBEE ST, SUITE 208, BARRINGTON, IL
847-310-5900
847-310-5911
Other Info
Sequoia Wealth Management LLC is an Illinois-based Limited Liability Company with 23 employees, all serving in advisory roles, and an SEC status that is listed as Approved. The firm was initially registered with the regulatory body on October 1, 2014. Despite only directly serving 11 clients, the firm has a budding reputation for providing quality financial analysis and management services to its clients.
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Direct Owners
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ROBERT DENNIS LYMAN
CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER owns 75% or more
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Top Holdings
- ISHARES TR $13,439k
- ISHARES INC $12,567k
- INVESCO QQQ TR UNIT SER 1 $12,111k
- INVESCO EXCHANGETRAD $11,209k
- INVESCO EXCHNG TRADED FD TR $9,656k
- VANGUARD INDEX FDS TOTAL STK MKT $6,583k
- FIRST TR $4,321k
- ISHARES TR CORE S&P500 ETF $2,655k
- INVESCO EXCHANGE TRADED FD T $2,428k
- ISHARES TR CORE HIGH DV ETF $2,075k