Single Family OfficeRIA · CRD 325470SEC-Registered

Updated:

Sequence Wealth Management

Sequence Wealth Management is a single-family office in New Orleans deploying private capital into real estate, credit, and private equity in the Gulf...

Sequence Wealth Management

SEQUENCE WEALTH MANAGEMENT is an SEC-registered investment adviser with $18 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

New Orleans

Corporate office

New Orleans, LA, United States

Sector focus

Real EstatePrivate CreditHospitalityPrivate Equity

Frequently asked questions

What is Sequence Wealth Management?

Sequence Wealth Management is a single family office headquartered in New Orleans, United States.

Where is Sequence Wealth Management headquartered?

Sequence Wealth Management is headquartered in New Orleans, United States, in the North America region.

What is Sequence Wealth Management's assets under management?

Sequence Wealth Management reports approximately Undisclosed in assets under management, as tracked by Altss.

What does Altss track for Sequence Wealth Management?

Altss maintains an OSINT-verified profile of Sequence Wealth Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What is Sequence Wealth Management's website?

Sequence Wealth Management's public website is sequencewm.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Sequence Wealth Management?

Sequence Wealth Management is classified by Altss as a Single Family Office, operating from United States within the North America region.

How does Altss source intelligence on Sequence Wealth Management?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Sequence Wealth Management's Altss profile last updated?

Sequence Wealth Management's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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