Sequoia Private Wealth Management Revenue

Financial Services • Plano, Texas, United States • 1-10 Employees

Sequoia Private Wealth Management revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Key Contact at Sequoia Private Wealth Management

William Hubble

President

Company overview

Headquarters	5445 Legacy Dr, Suite 140, Plano, TX 75024, US
Phone number	+12146739938
Website	mysequoiawealth.com
NAICS	52
SIC	874
Keywords	Wealth Management, Asset Allocation, Retirement Planning, Portfolio Management, Estate Planning, Retirement Income Planning, Investment Risk Management
Founded	2015
Employees	1-10
Socials

About Sequoia Private Wealth Management

We are Sequoia Private Wealth Management. By nurturing the enormous strength found in tending to the finer details, we help families aspire toward their greatest wealth goals. Our Roots William Hubble, CFP® founded Sequoia Private Wealth as a forward-thinking, fee-only Registered Investment Advisor firm, replacing the usual Wall Street hype with high-touch wealth management, retirement-ready planning, and evidence-based investing. Why Sequoia Private Wealth? The Sequoia leaf in our logo represents our vision for client care, reflecting our focus on each relationship we form. The tree itself reminds us of what we can accomplish by tending to the details of your wealth: investment, tax, estate, charitable, insurance and related planning. Our Pledge to You We position you, our client, at the center of our professional interest, combining attentive client care with strong, broad-based services and deep intellectual capital.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Sequoia Private Wealth Management has never raised funding before.

Sequoia Private Wealth Management Tech Stack

Discover the technologies and tools that power Sequoia Private Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Modernizr

JavaScript libraries

Google Workspace

Awesomplete

Search engines

Cloudflare Bot Management

Security

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

FMG Suite

Marketing automation

HSTS

Security

FancyBox

JavaScript libraries

Open Graph

Miscellaneous

Vimeo

Video players

Frequently asked questions

Sequoia Private Wealth Management is located in Plano, Texas, US.

You can reach Sequoia Private Wealth Management at +12146739938.

Sequoia Private Wealth Management generates an estimated annual revenue of $171,110. This revenue figure reflects the company's market position and business performance in its industry.

Sequoia Private Wealth Management has an estimated valuation of $547,552. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Sequoia Private Wealth Management was founded in 2015, making it 11 years old. The company has established itself as a significant player in its industry over this time.

Sequoia Private Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Sequoia Private Wealth Management

William Hubble

President

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