Start Free Trial
Pricing
Log In
Log In
Upgrade browser for full Crunchbase experience. You're accessing Crunchbase in a browser that is no longer supported.
Learn More
Sequoia Wealth Management Group Logo
Sequoia Wealth Management Group CB Rank
2679113
Heat Score
58
Full service Vertual Family office
Founded
obfuscation
Private Petaluma, California, United States www.sequoiawmg.com/
Overview

Sequoia Wealth Management Group
Heat Score
58

Growth Score
pts
in past quarter
Heat Score 58
6 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
See more interactive data and historical milestones on desktop for the best experience

About Sequoia Wealth Management Group

CB Rank
2679113
Full service Vertual Family office
Founded
obfuscation
Private Petaluma, California, United States www.sequoiawmg.com/

Details

Legal Name Sequoia Wealth Management Group LLC
Operating Status Active
Company Type For Profit
About the Company
RIA, Virtual Family Office, Successor Trustee
Phone Number 707-763-8600
Contact Email matt@sequoiawmg.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Comprehensive Retirement and Financial Planning
A service that provides detailed planning for retirement and overall financial management to help clients achieve long-term financial goals.
Financial Guidance and Support for Families
A service offering financial advice and support to families managing life changes such as divorce or financial transitions.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Contacts 1
News
Technology
View Tech Report

IT Spend

$48.4KThis year, Sequoia Wealth Management Group is projected to spend $48.4K on IT, according to Aberdeen.

Active Website Tech Count

31Sequoia Wealth Management Group is actively using 31 technologies for its website, according to BuiltWith. These include SSL by Default, Viewport Meta, and  HSTS.
Sub-Organizations
Frequently Asked Questions

Where is Sequoia Wealth Management Group's headquarters? Sequoia Wealth Management Group is located in Petaluma, California, United States.Who are Sequoia Wealth Management Group's competitors? Alternatives and possible competitors to Sequoia Wealth Management Group may include Mccabe & Associates, The Brentwood Management Group, and  Neil Jesani Wealth Management.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
Terms of Service | Privacy Policy | Sitemap | © 2026 Crunchbase Inc. All Rights Reserved.
(55a1db1 1)
|