Sequinox Wealth Management provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 251–500 clients last fiscal year.
Sequinox Wealth Management reports 761 clients. They include 727 individual clients, 30 high-net-worth individuals and 2 charitable organizations. Of its assets, 100.0% ($160M across 1,550 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 96% | 67% |
| High-net-worth individuals | 4% | 29% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | 4% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 727 | $108M | 67.4% | $148K |
| High-net-worth individuals | 30 | $46M | 28.7% | $1.53M |
| Charitable organizations | Fewer than 5 | $200K | 0.1% | $100K |
| Corporations and other businesses | Fewer than 5 | $6M | 3.8% | $3M |
| Total | 761 | $160M | 100% | — |
- Clients
- 727
- Regulatory AUM
- $108M
- AUM share
- 67.4%
- Avg. per client
- $148K
- Clients
- 30
- Regulatory AUM
- $46M
- AUM share
- 28.7%
- Avg. per client
- $1.53M
- Clients
- Fewer than 5
- Regulatory AUM
- $200K
- AUM share
- 0.1%
- Avg. per client
- $100K
- Clients
- Fewer than 5
- Regulatory AUM
- $6M
- AUM share
- 3.8%
- Avg. per client
- $3M
Total
- Clients
- 761
- Regulatory AUM
- $160M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Sequinox Wealth Management charges up to 1.45% a year for its Portfolio Management Services. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Financial planning is a fixed fee that generally ranges from $500 to $2,500, negotiable depending on the scope of the plan.
Joseph Wirbick owns 75% or more of Sequinox Wealth Management. The leadership team of Sequinox Wealth Management includes President Joseph Wirbick. It has 7 employees, 3 of them in advisory roles.
Staff
- 7 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 insurance agent
- 3 soliciting firms
- Owns 75% or more of Sequinox Wealth Management, LLC
Joseph Wirbick
Control person · since January 2002
Sequinox Wealth Management’s regulatory assets grew Infinity× from $0 (April 2025) to $160M (August 2026); employees were 7 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Aug 2026August 2026 | $160M | 761 | 7 | 3 |
| Apr 2025April 2025 | $0 | 0 | 7 | 3 |
Besides its headquarters, Sequinox Wealth Management has 2 offices, with 3 listed addresses across 2 states.
Pennsylvania · 2 listed addresses
- 941 Wheatland Ave., Suite 101, LancasterHQ
- 969 Eisenhower BLVD., Johnstown
Arizona · 1 listed address
- 4110 North Scottsdale Road, Scottsdale
Contact and registration details
- Legal name
- Sequinox Wealth Management, LLC
- Headquarters
- 941 Wheatland Ave., Suite 101, Lancaster, PA 17603
- Website
- sequinox.com
- Phone
- 717-397-7957
- SEC file
- 801-132845
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Sequinox Wealth Management’s named custodian for separately managed accounts is Fidelity ($160M). Sequinox Wealth Management does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Boston, MA · $160M100%
At year end, Sequinox Wealth Management’s separately managed accounts were mostly in funds (98%).
What the accounts hold
- Stocks1%
- Funds98%
- Cash1%
How many clients does Sequinox Wealth Management have?
Sequinox Wealth Management has 761 clients and manages $160 million for them, as of August 2026. They include 727 individual clients, 30 high-net-worth individuals and 2 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 August 2026
What services does Sequinox Wealth Management offer?
Sequinox Wealth Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Sequinox Wealth Management charge?
Sequinox Wealth Management charges up to 1.45% a year for its Portfolio Management Services. The fee is billed in arrears and is negotiable.
Source: SEQUINOX WEALTH MANAGEMENT, LLC ADV PART 2A, filed 11 August 2026
Which custodians does Sequinox Wealth Management use?
Sequinox Wealth Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Boston, MA), with $160M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 August 2026
How many financial advisors does Sequinox Wealth Management have?
Sequinox Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 7 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Sequinox Wealth Management invest in?
At the end of its last fiscal year, Sequinox Wealth Management’s separately managed accounts held 98% registered funds (mutual funds, ETFs, BDCs), 1% exchange-traded equities and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Sequinox Wealth Management?
Sequinox Wealth Management’s direct owner is Joseph Wirbick (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 11 August 2026
How does Sequinox Wealth Management get paid?
Sequinox Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Sequinox Wealth Management?
Sequinox Wealth Management’s main office is at 941 Wheatland Ave., Suite 101, Lancaster, PA 17603. Its phone number is 717-397-7957. Its website is sequinox.com.
