$599.6M Total AUM
$227.3M Disc. AUM
-- 3Y CAGR
16 Employees
1,640 ADV. Clients
11 yrs Firm Age
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- Custodian
- Assetmark ยท LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-01-2014
- Office Locations
- 10
Office Locations
1000 Hart RD Suite 300 Barrington IL
1017 W. Washington 3H Chicago IL
1332 N. Halsted #301 Chicago IL
About Sequoia Wealth Management, LLC
Sequoia Wealth Management, LLC is a Barrington, IL-based RIA providing financial and wealth planning, portfolio construction, and risk management for individuals and business owners/entrepreneurs. The team emphasizes long-term, personal advice and broad access to institutional managers and platforms, implementing asset-allocation portfolios using ETFs, mutual funds, and fixed income.
Team overview
54 AVG AGE
$37.5M AVG AUM / ADVISOR
$365.6K AVG AUM / CLIENT
10.1 yrs AVG TENURE
16 Employees
16 Advisory Reps
16 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
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Owner & Executives
ROBERT DENNIS LYMAN JR
Chief Compliance Officer, Managing Member
- CRD
- #1184978
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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DAVID LAWRENCE ANDREWS
--
- CRD
- #2295408
Available
Available
Available
A
ANTHONY JOSEPH BALDASSANO
--
- CRD
- #6023520
Available
Available
Available
Showing 2 of 16 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $227,334,556 | $208,947 |
| Non-Discretionary | $372,289,094 | $206,369 |
| Total | $599,623,650 | $207,339 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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