SEQUOIA WEALTH ADVISORS

  • Financial Services
  • San Jose CA
  • 1 employee
  • Financial Services
Get Full Info

Company Overview

Headquarters
99 ALMADEN BOULEVARD, SUITE 925, San Jose CA
Website
sequoiawa.com
Employees
1
Industry
Financial Services
More Details

Financials & Stats

Revenue

$10B

More Financials

Who is SEQUOIA WEALTH ADVISORS

Sequoia Wealth Advisors is a financial services company headquartered in San Jose, California. The company, which employs four people, is composed of three branch offices located in Silicon Valley, Aptos, and Minden, Nevada. Sequoia Wealth Advisors provides a variety of financial services to its clients. While the specific products and services offered are not detailed, the company's focus on wealth management suggests they likely provide personalized financial planning, investment management, and retirement planning solutions. Sequoia Wealth Advisors differentiates itself by offering personalized financial advice and tailored strategies based on each client's unique needs and goals. Their multi-location presence allows them to serve a wider range of clients across California and Nevada. To learn more about Sequoia Wealth Advisors and their services, you can visit their website at sequoiawa.com.

Companies Similar to SEQUOIA WEALTH ADVISORS

Analyze industry trends and opportunities by examining competitors and companies comparable to SEQUOIA WEALTH ADVISORS, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
10M 35 Dallas, TX 1961
10M 23 San Francisco, CA
10M 1 Miami Beach, FL
10M 7 Burr Ridge, IL 2012
10M 1 Cheyenne, WY 1953
View More Companies

FAQ

What is the location of SEQUOIA WEALTH ADVISORS's headquarters?
The headquarters of SEQUOIA WEALTH ADVISORS are situated at 99 ALMADEN BOULEVARD, SUITE 925, San Jose CA
What is SEQUOIA WEALTH ADVISORS's official website?
The official website of SEQUOIA WEALTH ADVISORS can be found at sequoiawa.com.
What is SEQUOIA WEALTH ADVISORS's current revenue?
As of September 2023, SEQUOIA WEALTH ADVISORS's annual revenue reached $10B.
How many employees does SEQUOIA WEALTH ADVISORS currently have?
SEQUOIA WEALTH ADVISORS employs 1 person as of September 2023
Which industries is SEQUOIA WEALTH ADVISORS primarily operating in?
SEQUOIA WEALTH ADVISORS operates in the following industries: Finance, Credit

Employee Directory

Key Employees

Katie Lindfelt

CERTIFIED FINANCIAL PLANNER™ LPL Financial Advisor

Phone Email