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Sequent Real Estate + Wealth Management

Sequent Real Estate + Wealth Management Email Formats

Financial Services • Flag of USSan Francisco, California, United States • 1-10 Employees

Sequent Real Estate + Wealth Management Email Formats

Sequent Real Estate + Wealth Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@sequent-rewm.com), used 88.9% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@sequent-rewm.com
88.9%
{last name}{last name}
doedoe@sequent-rewm.com
11.1%

Key Contacts at Sequent Real Estate + Wealth Management

Flag of US

Peter K Fisher

Co-Founder & Director

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Charles A. Strickler

Founding Principal, Director

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Brandi Solomon

Marketing Director

Company overview

Headquarters44 Montgomery Street, Suite 610, San Francisco, CA 94104, US
Phone number+14158341031
Website
NAICS52
Keywords
Commercial Real Estate Investment, Wealth Management, 1031 Exchanges, Real Estate Consulting, Family Office Services, Comprehensive Portfolio Management, Tax Deferral Strategies, Net Lease Property, 1033 Exchange Center, Consulting And Portfolio Support, Delaware Statutory Trusts (Dsts), Fee Simple Property, Real Estate Tax Deferral, Tenants-In-Common (Tic) Property
Founded2020
Employees1-10
Socials

About Sequent Real Estate + Wealth Management

Sequent Real Estate + Wealth Management is a boutique advisory firm specializing in passive real estate investment strategies, tax-deferral solutions, and long-term wealth planning. We help investors unlock the full potential of their real estate assets by navigating complex transactions like 1031 exchanges, Delaware Statutory Trusts (DSTs), and 721 UPREIT structures. Our team brings deep industry experience and a client-first approach to every engagement, providing access to institutional-quality investments without the burden of active property management. Whether you're selling highly appreciated real estate, exploring diversification, or building multigenerational wealth, we deliver tailored strategies designed to align with your financial goals. 🔹 1031 Exchange Replacement Property 🔹 Delaware Statutory Trust (DST) Solutions 🔹 721 Exchange into REITs 🔹 Passive Income & Portfolio Diversification 🔹 Strategic Tax-Deferred Investment Planning Let’s talk about your next right investment. https://go.sequent-rewm.com/SequentREWMDisclosure

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry
Founder/Owner
C-Suite

Employees by Department

Sequent Real Estate + Wealth Management has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

Sequent Real Estate + Wealth Management has never raised funding before.

Sequent Real Estate + Wealth Management Tech Stack

Discover the technologies and tools that power Sequent Real Estate + Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Salesforce Marketing Cloud Account Engagement

Salesforce Marketing Cloud Account Engagement

Marketing automation

Apache HTTP Server

Apache HTTP Server

Web servers

Salesforce

Salesforce

CRM

reCAPTCHA

reCAPTCHA

Security

jQuery

jQuery

JavaScript libraries

Google Tag Manager

Google Tag Manager

Tag managers

GoDaddy

GoDaddy

Hosting

Font Awesome

Font Awesome

Font scripts

ApexCharts.js

ApexCharts.js

JavaScript graphics

OWL Carousel

OWL Carousel

JavaScript libraries

Swiper

Swiper

JavaScript libraries

Bootstrap

Bootstrap

UI frameworks

Frequently asked questions

Sequent Real Estate + Wealth Management is located in San Francisco, California, US.
You can reach Sequent Real Estate + Wealth Management at +14158341031.
Sequent Real Estate + Wealth Management was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.
Sequent Real Estate + Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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