Sequinox Wealth Management, Llc
- Regulatory AUM
- $160M
- Discretionary
- $160M
- Clients
- 761
- Avg AUM / client
- $210K
- Accounts
- 1,550
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 727 | $108M | 67.4% |
| High net worth individuals | 30 | $46.0M | 28.8% |
| Charitable organizations | 2 | $200K | 0.13% |
| Corporations and other businesses | 2 | $6.0M | 3.75% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joseph Daniel Wirbick | Registered representative | CFP | Jun 2025 (1y) | |
| Matthew J Lebo | Registered representative | CFP | Jun 2025 (1y) | |
| Teressa Dawn Beard | Registered representative | Jun 2025 (1y) | ||
| Donald Wayne Lamison | Registered representative | Jun 2025 (1y) |
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) | 02/20/2026 | 943 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Fidelity Brokerage Services $160M (100% of AUM) Feb 2026
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: Aug 11, 2026.
View current Form ADV (SEC/IAPD) ↗