


Sequent Real Estate + Wealth Management Email Formats
Financial Services • San 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.
| Format | Example | Percentage |
|---|---|---|
{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
Peter K Fisher
Co-Founder & Director
Charles A. Strickler
Founding Principal, Director
Brandi Solomon
Marketing Director
Company overview
| Headquarters | 44 Montgomery Street, Suite 610, San Francisco, CA 94104, US |
| Phone number | +14158341031 |
| Website | |
| NAICS | 52 |
| 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 |
| Founded | 2020 |
| Employees | 1-10 |
| 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
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
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Frequently asked questions
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