What departments does Sequent Real Estate + Wealth Management have?

Sequent Real Estate + Wealth Management has employees across 3 departments including Marketing, Operations, Analytics.

What is the largest department at Sequent Real Estate + Wealth Management?

The largest department at Sequent Real Estate + Wealth Management is Marketing with 1 employees.

Where are Sequent Real Estate + Wealth Management employees located globally?

Sequent Real Estate + Wealth Management has employees across 1 continents and 1 countries including United States Of America.

How has Sequent Real Estate + Wealth Management's team size changed over time?

Sequent Real Estate + Wealth Management's team has grown from approximately 9 to 10 employees based on available data.

Sequent Real Estate + Wealth Management Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Sequent Real Estate + Wealth Management is a boutique advisory firm specializing in passive real estate investment strategies, tax-deferral solutions, and long-term wealth planning.

We help investors unlock the full potential of their real estate assets by navigating complex transactions like 1031 exchanges, Delaware Statutory Trusts (DSTs), and 721 UPREIT structures. Our team brings deep industry experience and a client-first approach to every engagement, providing access to institutional-quality investments without the burden of active property management.

Whether you're selling highly appreciated real estate, exploring diversification, or building multigenerational wealth, we deliver tailored strategies designed to align with your financial goals.

🔹 1031 Exchange Replacement Property
🔹 Delaware Statutory Trust (DST) Solutions
🔹 721 Exchange into REITs
🔹 Passive Income & Portfolio Diversification
🔹 Strategic Tax-Deferred Investment Planning

Let’s talk about your next right investment.

https://go.sequent-rewm.com/SequentREWMDisclosure

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

Sequent Real Estate + Wealth Management Global Highlights

North America
17

United States Of America
17

Sequent Real Estate + Wealth Management's Leadership

B. S.
Marketing Director
Mobile Phone
Email
C. S.
Founding Principal, Director
Mobile Phone
Email
J. G.
Director Of Operations And Client Relations
Mobile Phone
Email
M. S.
Director
Mobile Phone
Email
B. O.
Senior Analyst
Mobile Phone
Email

Sequent Real Estate + Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Business
Accounting
Administrative
Other

Contact profiles from Sequent Real Estate + Wealth Management

Name

Title

Contact Info

Location

Last Update

B. S.
Marketing Director
Mobile Phone
Email
United StatesColorado
Apr 17, 2026
C. S.
Founding Principal, Director
Mobile Phone
Email
UNITED STATES
Oct 17, 2024
J. G.
Director Of Operations And Client Relations
Mobile Phone
Email
Oct 21, 2024
M. S.
Director
Mobile Phone
Email
Oct 16, 2024
B. O.
Senior Analyst
Mobile Phone
Email
Bay
Mar 05, 2026

Frequently Asked Questions

What is Sequent Real Estate + Wealth Management known for?

Sequent Real Estate + Wealth Management was founded in 2020 operates in the Financial Services industry. The company's main headquarters is located in 44 Montgomery Street Suite 610 San Francisco, California 94104 United States. 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?

Sequent 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?

Sequent Real Estate + Wealth Management has approximately 13 employees as of April 2026. These team members are located across 1 continents, including North America.

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

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

Marketing Director: B. S.
Founding Principal, Director: C. S.
Director Of Operations And Client Relations: J. G.
Director: M. S.
Senior Analyst: B. O.

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