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Managing Partner, Chief Compliance Officer · Sequoia Wealth Management Group

Matthew J. Schafer

CRD 2799407 · Named on Form ADV at one SEC-registered adviser

At a glance

Sequoia Wealth Management Group, an SEC-registered wealth manager with $238 million in regulatory assets, lists Matthew J. Schafer on its Form ADV as Managing Partner, Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Matthew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.