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- Custodian
- Charles Schwab & Company ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-08-2020
- Office Locations
- 1
Office Locations
About Sequoia Wealth Management Group
Sequoia Wealth Management Group is a Nevada-based wealth management firm providing comprehensive financial, retirement, and legacy planning for high-earning professionals, executives, and families navigating transitions like divorce or retirement. The team focuses on simplifying complex benefits and building streamlined plans, often using ETFs and fixed income solutions. Custody relationships include Charles Schwab and Raymond James.
Team overview
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Asset Classes
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Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MATTHEW JAMES SCHAFER
Chief Compliance Officer, Founder, Managing Partner
- CRD
- #2799407
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $238,361,413 | $728,934 |
| Non-Discretionary | $0 | -- |
| Total | $238,361,413 | $728,934 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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