SEQUOIA WEALTH MANAGEMENT, LLC
CRD #170543 SEC #801-80362 BARRINGTON, IL 847-310-5900
SEC Registered
Total AUM
$514.3M
Discretionary
$199.4M
Employees
16
Clients
--
Accounts
2,698
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $514.3M | $199.4M | $315M | 16 | 0 |
| Jul 2025 | $514.3M | $199.4M | $315M | 16 | 0 |
| Mar 2025 | $514.3M | $199.4M | $315M | 16 | 0 |
| Mar 2024 | $457.2M | $199.8M | $257.4M | 20 | 0 |
| Jul 2023 | $438.2M | $194.3M | $243.9M | 22 | 0 |
| Jun 2023 | $438.2M | $194.3M | $243.9M | 22 | 0 |
| Mar 2023 | $438.2M | $194.3M | $243.9M | 22 | 0 |
| Jan 2023 | $496.1M | $240.3M | $255.8M | 22 | 0 |
| Jan 2023 | $496.1M | $240.3M | $255.8M | 22 | 0 |
| Apr 2022 | $496.1M | $240.3M | $255.8M | 22 | 0 |
| Mar 2022 | $496.1M | $240.3M | $255.8M | 22 | 0 |
| Nov 2021 | $459.8M | $292.2M | $167.6M | 25 | 0 |
| Sep 2021 | $459.8M | $292.2M | $167.6M | 25 | 0 |
| Sep 2021 | $459.8M | $292.2M | $167.6M | 25 | 0 |
| Jun 2021 | $459.8M | $292.2M | $167.6M | 25 | 0 |
| May 2021 | $459.8M | $292.2M | $167.6M | 25 | 0 |
| Mar 2021 | $459.8M | $292.2M | $167.6M | 25 | 0 |
| Jul 2020 | $359.5M | $215M | $144.5M | 24 | 8 |
| Jun 2020 | $359.5M | $215M | $144.5M | 24 | 8 |
| Mar 2020 | $359.5M | $215M | $144.5M | 24 | 8 |
| Mar 2019 | $324.9M | $324.9M | $0 | 23 | 11 |
| Oct 2018 | $304.7M | $304.7M | $0 | 23 | 6 |
| Sep 2018 | $304.7M | $304.7M | $0 | 23 | 6 |
| Mar 2018 | $304.7M | $304.7M | $0 | 23 | 6 |
| Nov 2017 | $267.7M | $267.7M | $0 | 21 | 7 |
| Oct 2017 | $267.7M | $267.7M | $0 | 21 | 7 |
| Oct 2017 | $267.7M | $267.7M | $0 | 21 | 7 |
| Sep 2017 | $203.9M | $203.9M | $0 | 21 | 3,019 |
| Mar 2017 | $203.9M | $203.9M | $0 | 21 | 3,019 |
| Mar 2017 | $203.9M | $203.9M | $0 | 21 | 3,019 |
| Mar 2017 | $203.9M | $203.9M | $0 | 21 | 3,019 |
| Feb 2017 | $355.2M | $346M | $9.2M | 21 | 3,019 |
| Aug 2016 | $283.2M | $85.2M | $197.9M | 18 | 2,331 |
| Apr 2016 | $283.2M | $85.2M | $197.9M | 18 | 2,331 |
| Mar 2016 | $283.2M | $85.2M | $197.9M | 18 | 2,331 |
| Jul 2015 | $232.9M | $142.5M | $90.4M | 12 | 1,300 |
| Apr 2015 | $232.9M | $142.5M | $90.4M | 12 | 1,300 |
| Mar 2015 | $232.9M | $142.5M | $90.4M | 12 | 1,300 |
| Mar 2015 | $232.9M | $142.5M | $90.4M | 12 | 1,300 |
| Feb 2015 | $232.9M | $142.5M | $90.4M | 12 | 1,300 |
| Jan 2015 | $232.9M | $142.5M | $90.4M | 5 | 1,300 |
| Jan 2015 | $0 | $0 | $0 | 5 | 0 |
| Dec 2014 | $0 | $0 | $0 | 5 | 0 |
| Dec 2014 | $0 | $0 | $0 | 5 | 0 |
| Dec 2014 | $0 | $0 | $0 | 5 | 0 |
| Oct 2014 | $0 | $0 | $0 | 18 | 0 |
| Oct 2014 | $0 | $0 | $0 | 18 | 0 |
| Sep 2014 | $0 | $0 | $0 | 18 | 0 |
DateSep 2025
Total AUM$514.3M
Discretionary$199.4M
Non-Disc.$315M
Employees16
Clients0
DateJul 2025
Total AUM$514.3M
Discretionary$199.4M
Non-Disc.$315M
Employees16
Clients0
DateMar 2025
Total AUM$514.3M
Discretionary$199.4M
Non-Disc.$315M
Employees16
Clients0
DateMar 2024
Total AUM$457.2M
Discretionary$199.8M
Non-Disc.$257.4M
Employees20
Clients0
DateJul 2023
Total AUM$438.2M
Discretionary$194.3M
Non-Disc.$243.9M
Employees22
Clients0
DateJun 2023
Total AUM$438.2M
Discretionary$194.3M
Non-Disc.$243.9M
Employees22
Clients0
DateMar 2023
Total AUM$438.2M
Discretionary$194.3M
Non-Disc.$243.9M
Employees22
Clients0
DateJan 2023
Total AUM$496.1M
Discretionary$240.3M
Non-Disc.$255.8M
Employees22
Clients0
DateJan 2023
Total AUM$496.1M
Discretionary$240.3M
Non-Disc.$255.8M
Employees22
Clients0
DateApr 2022
Total AUM$496.1M
Discretionary$240.3M
Non-Disc.$255.8M
Employees22
Clients0
DateMar 2022
Total AUM$496.1M
Discretionary$240.3M
Non-Disc.$255.8M
Employees22
Clients0
DateNov 2021
Total AUM$459.8M
Discretionary$292.2M
Non-Disc.$167.6M
Employees25
Clients0
DateSep 2021
Total AUM$459.8M
Discretionary$292.2M
Non-Disc.$167.6M
Employees25
Clients0
DateSep 2021
Total AUM$459.8M
Discretionary$292.2M
Non-Disc.$167.6M
Employees25
Clients0
DateJun 2021
Total AUM$459.8M
Discretionary$292.2M
Non-Disc.$167.6M
Employees25
Clients0
DateMay 2021
Total AUM$459.8M
Discretionary$292.2M
Non-Disc.$167.6M
Employees25
Clients0
DateMar 2021
Total AUM$459.8M
Discretionary$292.2M
Non-Disc.$167.6M
Employees25
Clients0
DateJul 2020
Total AUM$359.5M
Discretionary$215M
Non-Disc.$144.5M
Employees24
Clients8
DateJun 2020
Total AUM$359.5M
Discretionary$215M
Non-Disc.$144.5M
Employees24
Clients8
DateMar 2020
Total AUM$359.5M
Discretionary$215M
Non-Disc.$144.5M
Employees24
Clients8
DateMar 2019
Total AUM$324.9M
Discretionary$324.9M
Non-Disc.$0
Employees23
Clients11
DateOct 2018
Total AUM$304.7M
Discretionary$304.7M
Non-Disc.$0
Employees23
Clients6
DateSep 2018
Total AUM$304.7M
Discretionary$304.7M
Non-Disc.$0
Employees23
Clients6
DateMar 2018
Total AUM$304.7M
Discretionary$304.7M
Non-Disc.$0
Employees23
Clients6
DateNov 2017
Total AUM$267.7M
Discretionary$267.7M
Non-Disc.$0
Employees21
Clients7
DateOct 2017
Total AUM$267.7M
Discretionary$267.7M
Non-Disc.$0
Employees21
Clients7
DateOct 2017
Total AUM$267.7M
Discretionary$267.7M
Non-Disc.$0
Employees21
Clients7
DateSep 2017
Total AUM$203.9M
Discretionary$203.9M
Non-Disc.$0
Employees21
Clients3,019
DateMar 2017
Total AUM$203.9M
Discretionary$203.9M
Non-Disc.$0
Employees21
Clients3,019
DateMar 2017
Total AUM$203.9M
Discretionary$203.9M
Non-Disc.$0
Employees21
Clients3,019
DateMar 2017
Total AUM$203.9M
Discretionary$203.9M
Non-Disc.$0
Employees21
Clients3,019
DateFeb 2017
Total AUM$355.2M
Discretionary$346M
Non-Disc.$9.2M
Employees21
Clients3,019
DateAug 2016
Total AUM$283.2M
Discretionary$85.2M
Non-Disc.$197.9M
Employees18
Clients2,331
DateApr 2016
Total AUM$283.2M
Discretionary$85.2M
Non-Disc.$197.9M
Employees18
Clients2,331
DateMar 2016
Total AUM$283.2M
Discretionary$85.2M
Non-Disc.$197.9M
Employees18
Clients2,331
DateJul 2015
Total AUM$232.9M
Discretionary$142.5M
Non-Disc.$90.4M
Employees12
Clients1,300
DateApr 2015
Total AUM$232.9M
Discretionary$142.5M
Non-Disc.$90.4M
Employees12
Clients1,300
DateMar 2015
Total AUM$232.9M
Discretionary$142.5M
Non-Disc.$90.4M
Employees12
Clients1,300
DateMar 2015
Total AUM$232.9M
Discretionary$142.5M
Non-Disc.$90.4M
Employees12
Clients1,300
DateFeb 2015
Total AUM$232.9M
Discretionary$142.5M
Non-Disc.$90.4M
Employees12
Clients1,300
DateJan 2015
Total AUM$232.9M
Discretionary$142.5M
Non-Disc.$90.4M
Employees5
Clients1,300
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateDec 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateDec 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateDec 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateOct 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees18
Clients0
DateOct 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees18
Clients0
DateSep 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees18
Clients0