Sequoia Wealth Management, LLC

Overview

Sequoia Wealth Management, LLC is an SEC registered investment adviser based in Barrington, IL, registered since 2014. It reports $6M in assets under management across 2,892 accounts, with 16 employees. It has 15 investment adviser representatives.

Reported AUM

$6M

Discretionary

38%

Accounts

2,892

Average account

$207K

Employees

16

Advisory reps

15

Registered since

2014

Jurisdictions

24

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 1 of 1

• Robert Dennis Lyman Jr Chief Compliance Officer, Managing Member CRD 1184978

Advisory reps 3 of 15

• David L Andrews Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2295408
• Anthony Joseph Baldassano Investment Adviser Rep CRD 6023520
• David Eric Bragman Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5958698

12 more advisory reps, with emails, phones and branch locations

Location

Headquarters

200 Applebee St Ste 208
Barrington, IL 60010

County

Lake

Metro area

Chicago-Naperville-Elgin, IL-IN-WI

Region

Midwest

Registrations

• SEC registered
• Registered in 24 jurisdictions
• Website: plansmartfinancial.com

Every state, with registration dates

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