CRD: 174527
Sequoia Private Wealth Management, LLC
$46.6M Total AUM
$46.6M Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-24-2015
- Office Locations
- 1
Office Locations
8951 Cypress Waters Blvd STE 160 Irving TX
About Sequoia Private Wealth Management, LLC
Sequoia Private Wealth Management, LLC is a Texas-based RIA focused on long-term, goals-based planning for individuals and families. The firm provides wealth management and retirement planning, tailoring strategies around client goals and risk tolerance with an evidence-based investment approach. Custody is supported through major platforms including Charles Schwab and Fidelity/NFS.
Team overview
51 AVG AGE
$46.6M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
11.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
Available
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Asset Classes
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
WILLIAM MICHAEL HUBBLE
Chief Compliance Officer, Owner, President
- CRD
- #2471486
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,638,791 | -- |
| Non-Discretionary | $0 | -- |
| Total | $46,638,791 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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