A complete list of active advisors currently associated with Sequinox Wealth Management, LLC

Warmer can help you find a great advisor at Sequinox Wealth Management, LLC or one who fits your needs even better.

Sequinox Wealth Management provides discretionary portfolio management, financial planning, and third‑party money manager selection for individual clients—including high net worth individuals—and charitable organizations. As of January 13, 2026 the firm reports $160 million in discretionary assets under management and serves 757 clients through a four‑advisor team. The firm implements client programs primarily through model portfolios and by allocating to third‑party/sub‑advisers rather than conducting firm-level quantitative or qualitative analysis of individual securities, and it may invest in equities, ETFs, municipal and government securities, CDs and interests in real estate partnerships. Clients grant Sequinox discretionary trading authority and the firm states it does not accept client restrictions on specific securities or security types; cash management and basic tax considerations are incorporated into its advisory process. Distinctive operational features disclosed in the brochure include a relatively high client load across its advisor team (757 clients served by four advisors) and that advisory personnel are licensed insurance agents who may earn separate commission‑based compensation for insurance sales, a potential conflict of interest the firm discloses. The firm also notes it is newly registered (began operations in 2025) and routinely directs brokerage to a recommended custodian platform, which it discloses may affect execution costs.

To learn more about the advisors currently working at Sequinox Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.