Sequoia Wealth Management, Llc
- Regulatory AUM
- $600M
- Discretionary
- $227M
- Clients
- 1,640
- Avg AUM / client
- $366K
- Accounts
- 2,892
- Employees
- 16
AUM over time
Annual snapshots from Form ADV filings · as of Mar 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,548 | $418M | 69.8% |
| High net worth individuals | 92 | $181M | 30.2% |
People (16)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Dennis Lyman | Chief Compliance Officer And Managing Member | Chartered Financial Consultant | Oct 2014 (12y) | 75% or more |
| Charles Richardson Ieuter | Registered representative | Chartered Financial Consultant | Dec 2014 (12y) | |
| Julie Marie Murphy | Registered representative | CFP Chartered Financial Consultant | Jan 2015 (12y) | |
| Timothy Edward O'donnell | Registered representative | Jan 2015 (12y) | ||
| David Lawrence Andrews | Registered representative | CFP | Mar 2015 (11y) | |
| Edward Vernon Scoby | Registered representative | CFP | Mar 2015 (11y) | |
| John James Kosmer | Registered representative | Apr 2015 (11y) | ||
| Charles Phillip Melka | Registered representative | CFP | Jul 2015 (11y) | |
| Sean Lyman | Registered representative | CFP | Apr 2016 (10y) | |
| Mark Joseph Murphy | Registered representative | CFP | Apr 2016 (10y) | |
| David Eric Bragman | Registered representative | Chartered Financial Consultant | Aug 2016 (10y) | |
| Robert Arthur Engels | Registered representative | Chartered Financial Consultant | Nov 2016 (10y) | |
| Lisa P Zarkin | Registered representative | CFP | May 2017 (9y) | |
| Gene Taylor Hiser | Registered representative | May 2018 (8y) | ||
| Anthony Joseph Baldassano | Registered representative | Personal Financial Specialist | Mar 2019 (7y) | |
| Patrick Dennis Lyman | Registered representative | CFP | Apr 2021 (5y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/12/2026 | 990 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Reported custodians
- Assetmark Brokerage, Llc $361M (60% of AUM) Mar 2026
- LPL Financial $227M (38% of AUM) Mar 2026
- TD Ameritrade $67.8M (15% of AUM) Nov 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 12, 2026.
View current Form ADV (SEC/IAPD) ↗