SEQUENT PLANNING, LLC
CRD #160381 SEC #801-113971 OMAHA, NE 402-953-3544
SEC Registered
Total AUM
$394.7M
Discretionary
$394.7M
Employees
91
Clients
25
Accounts
5,102
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $394.7M | $394.7M | $0 | 91 | 31 |
| Jul 2025 | $394.7M | $394.7M | $0 | 91 | 31 |
| Jun 2025 | $394.7M | $394.7M | $0 | 91 | 31 |
| Apr 2025 | $394.7M | $394.7M | $0 | 91 | 31 |
| Mar 2025 | $394.7M | $394.7M | $0 | 91 | 31 |
| Feb 2025 | $373.4M | $373.4M | $0 | 80 | 49 |
| Mar 2024 | $373.4M | $373.4M | $0 | 80 | 49 |
| Mar 2023 | $248.2M | $248.2M | $0 | 86 | 150 |
| Jun 2022 | $350.4M | $350.4M | $0 | 70 | 150 |
| Mar 2022 | $350.4M | $350.4M | $0 | 70 | 150 |
| Apr 2021 | $230M | $230M | $0 | 51 | 173 |
| Mar 2021 | $230M | $230M | $0 | 51 | 173 |
| Jan 2021 | $127.9M | $127.9M | $0 | 48 | 41 |
| Dec 2020 | $127.9M | $127.9M | $0 | 48 | 41 |
| Sep 2020 | $127.9M | $127.9M | $0 | 48 | 41 |
| Jun 2020 | $127.9M | $127.9M | $0 | 38 | 41 |
| Apr 2020 | $127.9M | $127.9M | $0 | 38 | 41 |
| Mar 2020 | $127.9M | $127.9M | $0 | 38 | 41 |
| Mar 2020 | $90.4M | $90.4M | $0 | 24 | 20 |
| Jan 2020 | $90.4M | $90.4M | $0 | 24 | 20 |
| Aug 2019 | $90.4M | $90.4M | $0 | 24 | 20 |
| Jun 2019 | $90.4M | $90.4M | $0 | 24 | 20 |
| May 2019 | $90.4M | $90.4M | $0 | 24 | 20 |
| Feb 2019 | $90.4M | $90.4M | $0 | 24 | 20 |
| Jan 2019 | $101.8M | $101.8M | $0 | 16 | 11 |
| Nov 2018 | $101.8M | $101.8M | $0 | 16 | 11 |
| Aug 2018 | $101.8M | $101.8M | $0 | 16 | 11 |
DateAug 2025
Total AUM$394.7M
Discretionary$394.7M
Non-Disc.$0
Employees91
Clients31
DateJul 2025
Total AUM$394.7M
Discretionary$394.7M
Non-Disc.$0
Employees91
Clients31
DateJun 2025
Total AUM$394.7M
Discretionary$394.7M
Non-Disc.$0
Employees91
Clients31
DateApr 2025
Total AUM$394.7M
Discretionary$394.7M
Non-Disc.$0
Employees91
Clients31
DateMar 2025
Total AUM$394.7M
Discretionary$394.7M
Non-Disc.$0
Employees91
Clients31
DateFeb 2025
Total AUM$373.4M
Discretionary$373.4M
Non-Disc.$0
Employees80
Clients49
DateMar 2024
Total AUM$373.4M
Discretionary$373.4M
Non-Disc.$0
Employees80
Clients49
DateMar 2023
Total AUM$248.2M
Discretionary$248.2M
Non-Disc.$0
Employees86
Clients150
DateJun 2022
Total AUM$350.4M
Discretionary$350.4M
Non-Disc.$0
Employees70
Clients150
DateMar 2022
Total AUM$350.4M
Discretionary$350.4M
Non-Disc.$0
Employees70
Clients150
DateApr 2021
Total AUM$230M
Discretionary$230M
Non-Disc.$0
Employees51
Clients173
DateMar 2021
Total AUM$230M
Discretionary$230M
Non-Disc.$0
Employees51
Clients173
DateJan 2021
Total AUM$127.9M
Discretionary$127.9M
Non-Disc.$0
Employees48
Clients41
DateDec 2020
Total AUM$127.9M
Discretionary$127.9M
Non-Disc.$0
Employees48
Clients41
DateSep 2020
Total AUM$127.9M
Discretionary$127.9M
Non-Disc.$0
Employees48
Clients41
DateJun 2020
Total AUM$127.9M
Discretionary$127.9M
Non-Disc.$0
Employees38
Clients41
DateApr 2020
Total AUM$127.9M
Discretionary$127.9M
Non-Disc.$0
Employees38
Clients41
DateMar 2020
Total AUM$127.9M
Discretionary$127.9M
Non-Disc.$0
Employees38
Clients41
DateMar 2020
Total AUM$90.4M
Discretionary$90.4M
Non-Disc.$0
Employees24
Clients20
DateJan 2020
Total AUM$90.4M
Discretionary$90.4M
Non-Disc.$0
Employees24
Clients20
DateAug 2019
Total AUM$90.4M
Discretionary$90.4M
Non-Disc.$0
Employees24
Clients20
DateJun 2019
Total AUM$90.4M
Discretionary$90.4M
Non-Disc.$0
Employees24
Clients20
DateMay 2019
Total AUM$90.4M
Discretionary$90.4M
Non-Disc.$0
Employees24
Clients20
DateFeb 2019
Total AUM$90.4M
Discretionary$90.4M
Non-Disc.$0
Employees24
Clients20
DateJan 2019
Total AUM$101.8M
Discretionary$101.8M
Non-Disc.$0
Employees16
Clients11
DateNov 2018
Total AUM$101.8M
Discretionary$101.8M
Non-Disc.$0
Employees16
Clients11
DateAug 2018
Total AUM$101.8M
Discretionary$101.8M
Non-Disc.$0
Employees16
Clients11