S
$160.0M Total AUM
$160.0M Disc. AUM
-- 3Y CAGR
7 Employees
761 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-28-2025
- Office Locations
- 1
Office Locations
941 Wheatland Ave. Suite 101 Lancaster PA
About Sequinox Wealth Management, LLC
Sequinox Wealth Management, LLC is a Lancaster-based RIA. The firm has been operating for 1 years. Managing $160.0M in total assets under management, with 3 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
-- AVG AGE
$53.3M AVG AUM / ADVISOR
$210.2K AVG AUM / CLIENT
1.1 yrs AVG TENURE
7 Employees
3 Advisory Reps
3 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JOSEPH DANIEL WIRBICK
Chief Compliance Officer, President
- CRD
- #3121471
- Ownership
- 75% or more
Available
Available
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Showing 1 of 1 owners & executives
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T
Teressa Dawn Beard
--
- CRD
- #6564260
Available
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DONALD WAYNE LAMISON
--
- CRD
- #2885405
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $160,000,000 | $103,226 |
| Non-Discretionary | $0 | -- |
| Total | $160,000,000 | $103,226 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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