SEQUOIA WEALTH MANAGEMENT, LLC

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Sequoia Wealth Management is based out of Hoffman Estates. Sequoia Wealth Management is a large advisory firm with 2003 clients and discretionary assets under management (AUM) of $324,871,425 (Form ADV from 2019-03-27). Their last reported 13F filing for Q1 2019 included $123,346,000 in managed 13F securities and a top 10 holdings concentration of 60.1%. Sequoia Wealth Management's largest holding is iShares Edge MSCI Min Vol USA ETF with shares held of 204,100. Whalewisdom has at least 6 13F filings

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03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $123.346 Million
  • Prior Market Value $100.97 Million
  • New Purchases17 stocks
  • Additional Purchases28 stocks
  • Sold out of3 stocks
  • Reduced holdings in22 stocks
  • Top 10 Holdings % 60.10 %
  • Turnover % [1]:27.40%
  • Turnover Alt % [2]: 12.51 %
  • Time Held Top20:3.15 quarters
  • Time Held Top10:4.00 quarters
  • Time Held All:3.56 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 2.71%
Performance Last 4 Quarters: 2.84%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

SEQUOIA WEALTH MANAGEMENT, LLC
200 APPLEBEE ST SUITE 208
BARRINGTON IL    60010
Country: United States

Business Phone: 847-310-5900
Fax: 847-310-5911
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: IL
Number of employees: 23
Other Business Activities: registered representative of a broker-dealer,insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 2003
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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SEQUOIA WEALTH MANAGEMENT, LLC

ownership team - last updated 2019-03-27
Name Title Start Date Direct/Indirect % Ownership
LYMAN, ROBERT, DENNIS CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER 10/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
SEQUOIA WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER direct 2014-10-01

SEQUOIA WEALTH MANAGEMENT, LLC

ownership team - last updated 2018-10-29
Name Title Start Date Direct/Indirect % Ownership
LYMAN, ROBERT, DENNIS CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER 10/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
SEQUOIA WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER direct 2014-10-01

SEQUOIA WEALTH MANAGEMENT, LLC

ownership team - last updated 2017-11-10
Name Title Start Date Direct/Indirect % Ownership
LYMAN, ROBERT, DENNIS CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER 10/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
SEQUOIA WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER direct 2014-10-01

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