Sequoia Wealth Management, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

170543

SEC number

801-80362

Firm type

RIA

Assets under management

$599.6M as of Mar 12, 2026

Website

www.facebook.com/OdeFinancialServices/?fref=ts ↗

Phone

847-310-5900

Address

200 Applebee St, Barrington, IL, 60010

Advisors at this firm

14 in our index · page 1 of 1

• David Lawrence AndrewsCRD 2295408 · Barrington, IL
  IA RegisteredBroker
• Anthony Joseph BaldassanoCRD 6023520 · Barrington, IL
  IA Registered
• David Eric BragmanCRD 5958698 · Chicago, IL
  IA RegisteredBroker
• Robert Arthur EngelsCRD 1704025 · Appleton, WI
  IA RegisteredBroker
• Gene Taylor HiserCRD 1217847 · Barrington, IL
  IA RegisteredBroker
• Charles Richardson IeuterCRD 1254886 · Wilmette, IL
  IA RegisteredBroker
• John James KosmerCRD 3185064 · Appleton, WI
  IA RegisteredBroker
• Robert Dennis LymanCRD 1184978 · Barrington, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Sean LymanCRD 6196319 · Chicago, IL
  IA RegisteredBroker
• Patrick Dennis LymanCRD 6800182 · Barrington, IL
  IA RegisteredBroker
• Charles Phillip MelkaCRD 2216510 · Glen Ellyn, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Julie Marie MurphyCRD 2661569 · Chicago, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Timothy Edward O'donnellCRD 1944448 · Barrington, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Lisa P ZarkinCRD 2158487 · Naperville, IL
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.