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Sequoia Wealth Management Logo
Sequoia Wealth Management CB Rank
2763790
Heat Score
47
Sequoia Wealth Management is a financial services company that offers wealth planning, asset, and risk management services.
Founded
obfuscation
Private Barrington, Illinois, United States1-10 www.seqwm.com
Asset Management
Risk Management
Wealth Management
Overview

Sequoia Wealth Management
Heat Score
47

Growth Score
pts
in past quarter
Heat Score 47
-14 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Sequoia Wealth Management

CB Rank
2763790
Sequoia Wealth Management is a financial services company that offers wealth planning, asset, and risk management services.
Founded
obfuscation
Private Barrington, Illinois, United States1-10 www.seqwm.com
Asset Management
Risk Management
Wealth Management

Details

Legal Name Sequoia Wealth Management, LLC.
Operating Status Active
Company Type For Profit
Phone Number +1 847 310 5900
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Wealth Planning
Sequoia Wealth Management offers comprehensive wealth planning services to help clients manage their financial goals and transitions.
Asset Management
The company provides asset management services, utilizing top institutional investment managers to optimize client portfolios.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10
News
Technology
View Tech Report

IT Spend

$91.4KThis year, Sequoia Wealth Management is projected to spend $91.4K on IT, according to Aberdeen.

Active Website Tech Count

5Sequoia Wealth Management is actively using 5 technologies for its website, according to BuiltWith. These include Common Crawl, Viewport Meta, and  CommonCrawl Top 5m.
Sub-Organizations
Frequently Asked Questions

Where is Sequoia Wealth Management's headquarters? Sequoia Wealth Management is located in Barrington, Illinois, United States.
Who We Are
What We Do
Helpful Links
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