Tech stack
No one at Sequoia Wealth Management, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
AssetMark
Per Form ADV · $249M held · filed Mar 2024
LPL Financial
Per Form ADV · $200M held · filed Mar 2024