SEQUINOX WEALTH MANAGEMENT, LLC
CRD #335246 SEC #801-132845 LANCASTER, PA 717-397-7957
SEC Registered
Total AUM
$152.3M
Discretionary
$152.3M
Employees
7
Clients
251
Accounts
1,586
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 22, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WIRBICK, JOSEPH, DANIEL | I | CHIEF COMPLIANCE OFFICER/ PRESIDENT | E | Control |
| WIRBICK, JOSEPH, DANIEL | I | CHIEF COMPLIANCE OFFICER/ PRESIDENT | E | Control |
| WIRBICK, JOSEPH, DANIEL | I | CHIEF COMPLIANCE OFFICER/ PRESIDENT | E | Control |
| WIRBICK, JOSEPH, DANIEL | I | CHIEF COMPLIANCE OFFICER/ PRESIDENT | E | Control |
Registrations
Federal
IA
Sep 22, 2025 REGISTERED
Notice Filings (2)
AZ PA
Address
941 WHEATLAND AVE.SUITE 101
LANCASTER, PA 17603
United States
Phone: 717-397-7957