9AT: SEQUOIA WEALTH MANAGEMENT GROUP

Adviser Profile

As of Date	03/13/2026
Registration	SEC, Approved, 12/08/2020
Contact Info	707 xxxxxxx
Websites

AUM^*	238,361,413 -4%
of that, discretionary	238,361,413 -4%
Number of Employees	3
of those in investment advisory functions	1
Private Fund GAV^*	0
Avg Account Size	728,934 1%
% High Net Worth	64.44% 46%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser SIGMA INVESTMENT COUNSELORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.2b	#Funds-
Adviser PARADIGM CAPITAL MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM173.4m	#Funds-
Adviser TL PRIVATE WEALTH	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM364.5m	#Funds-
Adviser PARAGON CAPITAL MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM739.8m	#Funds-
Adviser AGATE PASS INVESTMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM336.0m	#Funds-
Adviser BOSTON ASSET MANAGEMENT, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM103.7m	#Funds-
Adviser WOODMONT ADVISORY GROUP, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM91.9m	#Funds-
Adviser FOUNDATION WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM411.9m	#Funds-
Adviser PATRICK MAURO INVESTMENT ADVISOR, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM212.1m	#Funds-
Adviser WINDWARD WEALTH STRATEGIES, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM251.2m	#Funds-

Brochure Summary

Overview

Firm Description Sequoia Wealth Management Group, LLC (“Sequoia”) is a Nevada limited liability company formed in 2010. Principal Owners The principal owner of Sequoia is Matthew Schafer. Types of Services Sequoia provides investment management, financial planning, and consulting services to individuals and small/closely held businesses, hereinafter referred to as (“Client”). At Sequoia we believe no two investors are alike and that each has different circumstances and aspires to different dreams. For all prospective Clients, Sequoia conducts a Discovery Meeting to deeply comprehend not only the Client’s investment objectives and risk tolerances, but also their most important values, goals, relationships and interests. This level of insight allows Sequoia to construct an investment plan appropriate for the Client, set the foundation for a long-term relationship, and work with the Client precisely the way they prefer. Investment Management Services Sequoia offers ongoing investment management services based on the individual goals, objectives, time horizon, and risk tolerance of each Client. Sequoia creates an Investment Policy Statement for each Client, which outlines the Client’s current situation (income, tax levels, and risk tolerance levels) and then constructs a plan to aid in the selection of a portfolio that matches each client's specific situation. Sequoia evaluates the current investments of each client with respect to their risk tolerance levels and time horizon and ability to meet their goals. Sequoia will request

discretionary authority from clients in order to select securities and execute transactions without permission from the client prior to each transaction. Financial Planning/Consulting Services Financial Planning/Consulting services my include but are not limited to life goal planning, business planning support, retirement planning consulting, estate and trust planning, and assistance with life and disability insurance. These services are generally inclusive of the firms’ investment management services; however, Clients may engage Sequoia separately for them as well. See the Fees and Compensation section below for how these services are billed. Other Services In addition to the above services and depending upon the Client’s individual needs, Sequoia may act as trustee or successor trustee. This service will always include an additional charge distinct and separate from any Investment Management and/or Financial Planning/Consulting fees. A description of services and fees associated are defined within the Client’s agreement with Sequoia. 5 | P a g e Tailored Relationships All investment accounts will be managed in accordance to set model portfolios or strategies. The model portfolios or strategies recommended for the Client will be based on the Client’s investment objectives, goals and risk tolerances. Sequoia will not allow Client’s to impose restrictions on their investment accounts. Client Assets As of December 31, 2023, Sequoia has discretionary regulatory assets under management of approximately $247 million.

SEQUOIA WEALTH MANAGEMENT GROUP

SEQUOIA WEALTH MANAGEMENT GROUP

SEQUOIA WEALTH MANAGEMENT GROUP LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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SEQUOIA WEALTH MANAGEMENT GROUP SEQUOIA WEALTH MANAGEMENT GROUP SEQUOIA WEALTH MANAGEMENT GROUP LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

SEQUOIA WEALTH MANAGEMENT GROUP

SEQUOIA WEALTH MANAGEMENT GROUP

SEQUOIA WEALTH MANAGEMENT GROUP LLC