Sequoia Wealth Management Employee Directory

Investment ManagementCalifornia, United States0-1 Employees

Welcome to Sequoia Wealth —an independent wealth management firm serving high net worth individuals and their families. Named for the Giant Sequoia of California, we identify with the strength and endurance of tradition. Our investment style centers on preservation, conservation and building generational wealth. At Sequoia Wealth we’ll work to define your goals, assess your tolerance for risk and tailor a strategy to help you unlock the full potential of your wealth. Enjoy your life today for your legacy tomorrow.

Find Sequoia Wealth Management employees' phone numbers or email addresses

Sequoia Wealth Management Global Highlights

Location
Employees

North America
2

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  • United States Of America
    2

Oceania
2

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  • Australia
    2

Sequoia Wealth Management's Leadership

  • Stylized image of a person
    R. H.
    Senior Wealth Manager
    Phone icon
  • Stylized image of a person
    D. M.
    Private Wealth Adviser
    Phone icon

Contact profiles from Sequoia Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. H.
    Senior Wealth Manager
    Phone icon
    AustraliaVictoria
    Nov 18, 2025
  • Stylized image of a person
    D. M.
    Private Wealth Adviser
    Phone icon
    Nov 24, 2025

Frequently Asked Questions

What is Sequoia Wealth Management known for?

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Sequoia Wealth Management operates in the Investment Management industry. The company's main headquarters is located in 1701 North Palm Canyon Drive, Suite 7. Explore Sequoia Wealth Management's company overview page for more information.

What is Sequoia Wealth Management's most common email format?

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Sequoia Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sequoia Wealth Management email formats with LeadIQ.

How many employees does Sequoia Wealth Management have currently?

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Sequoia Wealth Management has approximately 1 employees as of December 2025. These team members are located across 2 continents, including North AmericaOceania.

Who are Sequoia Wealth Management's key employees and leadership?

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As of December 2025, Sequoia Wealth Management's key employees include:

  • Senior Wealth Manager: R. H.
  • Private Wealth Adviser: D. M.

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