# Sequoia Wealth Management Group

Sequoia Wealth Management Group is a Bank / Wealth / Trust based in Minden, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Minden, United States
- **Region:** North America
- **Address:** PO Box 1449, Minden, NV 89423, United States
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** sequoiawmg.com
- **LinkedIn:** https://www.linkedin.com/company/sequoia-wealth-managment-group

## Regulatory record

- **CRD number:** 311268
- **SEC file number:** 801-119942
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/311268

## About

Sequoia Wealth Management Group launched in 2010, organizing as a Nevada LLC with an operational footprint in Petaluma, CA. The firm does not name its principals or disclose a wealth origin. Its client material avoids naming any specific individuals or families, instead relying on composite hypotheticals—a harried executive pursuing retirement travel, a mother of three managing a divorce settlement, and a dual-career couple optimizing employee benefits. This narrative approach is the firm's primary public identity. The firm's service mix spans investment management, retirement and financial planning, estate and trust services, and what it calls "consulting." Its website references helping clients with moving parts on large balance sheets and streamlining complex financial decisions, but lists no asset classes, named funds, direct investments, or co-investor relationships. There are no disclosed portfolio companies, real assets, private holdings, or allocation targets. The only stated geographic context is the Petaluma, CA office and the Minden, NV legal domicile. No AUM, team size, or deployment figure is publicly available. The firm's PO Box address in Minden and phone service via a 707 area code indicate a lean operational setup. There is no mention of affiliated foundations, club memberships, or adjacent vehicles. No dated operational event within the last 24 months—such as a new fund, hire, or office opening—has been published by the firm or reported by third-party sources. Sequoia's structural differentiator is its narrative-driven, almost literary public positioning—"unfurling our own tale through client stories"—which obscures the typical metrics allocators use to evaluate a manager. It operates without a named investment committee, published performance history, or disclosed third-party custodial relationships, making it an outlier among wealth managers that typically market through credentialed leadership and transparent portfolios.

## Questions

### Does Sequoia Wealth Management Group manage money for institutional allocators or just individuals?

All public-facing material describes services for individuals and families—hypothetical examples include a retired executive, a divorced mother, and a dual-career couple. There is no mention of institutional clients, pension funds, endowments, or corporate accounts. The firm positions itself as a personal financial guide, not an institutional asset manager.

### How does the firm invest client capital?

Sequoia does not disclose its investment methodology, asset allocation, or specific holdings. Its website references comprehensive planning and streamlined wealth management but provides no detail on direct investments, fund commitments, screens, or public-equity positions. The absence of any named portfolio companies or strategies makes its investment engine opaque from the outside.

### Who runs Sequoia Wealth Management Group?

The firm does not name any principals, advisors, or investment committee members on its website or in Altss research records. No LinkedIn profile was located. This absence of named leadership is uncommon for an active wealth manager and makes it impossible to attribute investment decisions to specific individuals.

### What regulatory filings can an allocator review for Sequoia Wealth Management Group?

The firm has not published an SEC Form ADV or any other regulatory disclosure that Altss research has located. No CRD number, IARD registration, or state-level RIA filing is publicly linked to the entity. This limits external due-diligence to the website's narrative content and the Nevada business registration.

## Related profiles

- [Sequoia Private Wealth Management](https://altss.com/profile/sequoia-private-wealth-management)
- [Serac Ventures](https://altss.com/profile/serac-ventures)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/sequoia-wealth-management-group

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