Sequoia Wealth Management Group provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, and philanthropic planning. Financial planning was provided to 101–250 clients last fiscal year.
Sequoia Wealth Management Group reports 90 clients. They include 58 high-net-worth individuals, 31 individual clients and 1 charitable organization. Of its assets, 100.0% ($238M across 327 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 34% | 5% |
| High-net-worth individuals | 64% | 95% |
| Charitable organizations | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 31 | $12.3M | 5.1% | $395K |
| High-net-worth individuals | 58 | $226M | 94.8% | $3.89M |
| Charitable organizations | Fewer than 5 | $220K | 0.1% | $220K |
| Total | 90 | $238M | 100% | — |
- Clients
- 31
- Regulatory AUM
- $12.3M
- AUM share
- 5.1%
- Avg. per client
- $395K
- Clients
- 58
- Regulatory AUM
- $226M
- AUM share
- 94.8%
- Avg. per client
- $3.89M
- Clients
- Fewer than 5
- Regulatory AUM
- $220K
- AUM share
- 0.1%
- Avg. per client
- $220K
Total
- Clients
- 90
- Regulatory AUM
- $238M
- 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
- 101–250
Sequoia Wealth Management Group is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Trustee and bill pay services
- Trustee and bill pay services are charged fees separate from the advisory fee. The fees are negotiable and set out in an executed agreement.
Matthew Schafer owns 75% or more of Sequoia Wealth Management Group. The leadership team of Sequoia Wealth Management Group includes Chief Compliance Officer Matthew Schafer. It has 3 employees, 1 of them in advisory roles.
Leadership
- Matthew SchaferManaging Partner, Chief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Sequoia Wealth Management Group LLC
Matthew Schafer
Control person · since September 2020
Sequoia Wealth Management Group’s regulatory assets grew 2.3× from $105M (March 2021) to $238M (March 2026); clients fell from 101 to 90 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $238M | 90 | 3 | 1 |
| March 2025 | $241M | 90 | 3 | 1 |
| April 2024 | $248M | 101 | 3 | 1 |
| February 2023 | $277M | 99 | 3 | 1 |
| January 2022 | $114M | 97 | 3 | 1 |
| March 2021 | $105M | 101 | 3 | 1 |
Besides its headquarters, Sequoia Wealth Management Group has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Sequoia Wealth Management Group LLC
- Headquarters
- Not reported
- Website
- sequoiawmg.com
- Phone
- 707-763-8600
- SEC file
- 801-119942
- Founded
- 2010
- Structure
- Nevada LLC
- Fiscal year end
- December
Sequoia Wealth Management Group uses Raymond James ($109M, 100%) and Charles Schwab ($16.2K, 0%) as custodians for its separately managed accounts. Sequoia Wealth Management Group does not have custody of client assets.
- Raymond JamesRaymond James & Associates, Inc. · St. Petersburg, FL · $109M100%
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $16.2K0%
At year end, Sequoia Wealth Management Group’s separately managed accounts were largely in stocks (24%) and cash (15%).
What the accounts hold
- Stocks24%
- Bonds12%
- State and local bonds5%
- U.S. government and agency bonds4%
- Investment grade corporate bonds2%
- High-yield corporate bonds1%
- Cash15%
- Other49%
- Real estate49%
How many clients does Sequoia Wealth Management Group have?
Sequoia Wealth Management Group has 90 clients and manages $238 million for them, as of March 2026. They include 58 high-net-worth individuals, 31 individual clients and 1 charitable organization.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 March 2026
What services does Sequoia Wealth Management Group offer?
Sequoia Wealth Management Group provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, and philanthropic planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Sequoia Wealth Management Group use?
Sequoia Wealth Management Group’s separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $109M and Charles Schwab & Co., Inc. (San Francisco, CA), with $16.2K. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 March 2026
How many financial advisors does Sequoia Wealth Management Group have?
Sequoia Wealth Management Group has 1 investment adviser representative registered with state securities authorities, out of 3 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Sequoia Wealth Management Group invest in?
At the end of its last fiscal year, Sequoia Wealth Management Group’s separately managed accounts held 49% other, 24% exchange-traded equities, 15% cash and equivalents, 5% state and local bonds, 4% U.S. government and agency bonds, 2% investment grade corporate bonds and 1% high-yield corporate bonds. The 49% other category is described as: Real Estate.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Sequoia Wealth Management Group?
Sequoia Wealth Management Group’s direct owner is Matthew Schafer (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 13 March 2026
How does Sequoia Wealth Management Group get paid?
Sequoia Wealth Management Group is paid through a percentage of assets under management, hourly charges 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 Sequoia Wealth Management Group?
Its phone number is 707-763-8600. Its website is sequoiawmg.com.