What departments does Sequoia Wealth Management have?

Sequoia Wealth Management has employees across 1 departments including Consultant.

What is the largest department at Sequoia Wealth Management?

The largest department at Sequoia Wealth Management is Consultant with 1 employees.

Where are Sequoia Wealth Management employees located globally?

Sequoia Wealth Management has employees across 2 continents and 2 countries including United States Of America, Australia.

How has Sequoia Wealth Management's team size changed over time?

Sequoia Wealth Management's team has remained stable from approximately 1 to 1 employees based on available data.

Sequoia Wealth Management Employee Directory

Investment ManagementCalifornia, United States0-1 Employees

Sequoia Wealth Management is an independent investment management firm based in Palm Springs, California, that serves high net worth individuals and their families. Its approach emphasizes preservation and conservation of wealth, with a focus on tailoring strategies to align with clients’ goals and risk tolerance, aiming to support long-term generational wealth. Operating within the investment management industry, the firm positions itself as a local partner that helps clients balance enjoying their lives today with securing a legacy for tomorrow. The organization’s small team size suggests a personal, one-on-one service model, and its independent status indicates a focus on delivering objective guidance rather than relying on in-house proprietary products. Based in Palm Springs, the firm highlights enduring tradition and strength as guiding principles in its work with clients. A recent development note is not provided beyond the firm’s stated mission and geographic presence.

Sequoia Wealth Management Global Highlights

Oceania
3

Australia
3

North America
2

United States Of America
2

Sequoia Wealth Management's Leadership

R. H.
Senior Wealth Manager
Mobile Phone
Email
R. O.
Senior Advisor
Mobile Phone
Email
D. M.
Private Wealth Adviser
Mobile Phone
Email

Sequoia Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Accounting
Administrative
Analytics
Arts & Design
Banking
Other

Contact profiles from Sequoia Wealth Management

Name

Title

Contact Info

Location

Last Update

R. H.
Senior Wealth Manager
Mobile Phone
Email
AustraliaVictoria
Apr 16, 2026
R. O.
Senior Advisor
Mobile Phone
Email
Australia
May 30, 2026
D. M.
Private Wealth Adviser
Mobile Phone
Email
Apr 15, 2026

Frequently Asked Questions

What is Sequoia Wealth Management known for?

Sequoia Wealth Management operates in the Investment Management industry. Explore Sequoia Wealth Management's company overview page for more information.

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

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?

Sequoia Wealth Management has approximately 1 employees as of July 2026. These team members are located across 2 continents, including OceaniaNorth America.

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

As of July 2026, Sequoia Wealth Management's key employees include:

Senior Wealth Manager: R. H.
Senior Advisor: R. O.
Private Wealth Adviser: D. M.

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Sequoia Wealth Management Employee Directory

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