SEQUOIA FINANCIAL ADVISORS, INC.
SEC file number 801-63909
· PHOENIX, AZ
https://sequoia.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$26.2M
Discretionary AUM
$25.2M
Employees
2
Clients
100
Firm
- Address
- 5635 EAST THOMAS ROAD
PHOENIX, AZ 85018 - Phone
- —
- Website
- https://sequoia.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
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AdvisorNet Financial, Inc · D/A · Apr 21, 2026
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Financial Synergies Wealth Advisors, Inc. · D · Mar 5, 2025$7M