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Sequent Real Estate + Wealth Management Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Sequent Real Estate + Wealth Management is a boutique advisory firm in the financial services sector based in San Francisco, California. It concentrates on passive real estate investment strategies, tax-deferral solutions, and long-term wealth planning, helping clients pursue real estate opportunities without active property management. The firm guides clients through complex arrangements such as 1031 exchanges, Delaware Statutory Trusts (DSTs), and 721 UPREIT structures to access institutional-grade investments.

Its services are aimed at investors looking to monetize highly appreciated real estate, broaden diversification, or build multigenerational wealth. The firm emphasizes strategies that align with financial goals and provides access to investments typically associated with larger institutions, while maintaining a passive ownership model.

Find Sequent Real Estate + Wealth Management employees' phone numbers or email addresses

Sequent Real Estate + Wealth Management Global Highlights

Location
Employees

North America
17

Minus sign iconPlus sign icon
  • United States Of America
    17

Sequent Real Estate + Wealth Management's Leadership

  • Stylized image of a person
    B. O.
    Director
    Mobile Phone
  • Stylized image of a person
    J. G.
    Director Of Operations And Client Relations
    Mobile Phone
  • Stylized image of a person
    M. S.
    Director
    Mobile Phone

Sequent Real Estate + Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Other

Contact profiles from Sequent Real Estate + Wealth Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    B. O.
    Director
    Mobile Phone
    Bay
    Jun 28, 2026
  • Stylized image of a person
    J. G.
    Director Of Operations And Client Relations
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    M. S.
    Director
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Sequent Real Estate + Wealth Management known for?

Minus sign iconPlus sign iconSequent Real Estate + Wealth Management was founded in 2020 operates in the Financial Services industry. Explore Sequent Real Estate + Wealth Management's company overview page for more information.

What is Sequent Real Estate + Wealth Management's most common email format?

Minus sign iconPlus sign iconSequent Real Estate + Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sequent Real Estate + Wealth Management email formats with LeadIQ.

How many employees does Sequent Real Estate + Wealth Management have currently?

Minus sign iconPlus sign iconSequent Real Estate + Wealth Management has approximately 14 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Sequent Real Estate + Wealth Management's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Sequent Real Estate + Wealth Management's key employees include:

  • Director: B. O.
  • Director Of Operations And Client Relations: J. G.
  • Director: M. S.

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