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Sequoia Wealth Advisors and Invesment Management, Inc.Financial advisor in San Jose, CA

Sequoia Wealth Advisors and Invesment Management, Inc. is a financial advisor at 99 S Almaden Blvd #925, San Jose, CA 95113, ranked #20 of 44 wealth managers in San Jose and rated 3.7 from 3 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

San Jose, CAUpdated 0 paid placements in any rankingHow we rank

Call (408) 645-2500Website ↗

Key facts

Key facts about Sequoia Wealth Advisors and Invesment Management, Inc.
Address99 S Almaden Blvd #925, San Jose, CA 95113Get directions
Phone(408) 645-2500
Websitesequoiawa.com
HoursMonday to Friday: 8 AM – 4:30 PM
Google rating3.7 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name

Service area

Serves San Jose and 11 towns within 25 miles: Santa Clara, Communications Hill, Alum Rock, Campbell, Milpitas, Cupertino, Sunnyvale, Saratoga, Los Gatos, Mountain View and Los Altos.

Based in San Jose, CAView on map

Opening hours

Opening hours for Sequoia Wealth Advisors and Invesment Management, Inc.
DayHours
Monday8 AM – 4:30 PM
Tuesday8 AM – 4:30 PM
Wednesday8 AM – 4:30 PM
Thursday8 AM – 4:30 PM
Friday8 AM – 4:30 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Sequoia Wealth Advisors and Invesment Management, Inc.

How is Sequoia Wealth Advisors and Invesment Management, Inc. ranked in San Jose?

Sequoia Wealth Advisors and Invesment Management, Inc. is ranked #20 of 44 wealth managers in San Jose by RFA Score, with 62 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Sequoia Wealth Advisors and Invesment Management, Inc.’s hours?

Sequoia Wealth Advisors and Invesment Management, Inc. is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 4:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Sequoia Wealth Advisors and Invesment Management, Inc. serve?

Serves San Jose and 11 towns within 25 miles: Santa Clara, Communications Hill, Alum Rock, Campbell, Milpitas, Cupertino, Sunnyvale, Saratoga, Los Gatos, Mountain View and Los Altos. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Sequoia Wealth Advisors and Invesment Management, Inc.?

Sequoia Wealth Advisors and Invesment Management, Inc. has a rating of 3.7 from 3 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Sequoia Wealth Advisors and Invesment Management, Inc.?

Call Sequoia Wealth Advisors and Invesment Management, Inc. on (408) 645-2500. The business is at 99 S Almaden Blvd #925, San Jose, CA 95113. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Sequoia Wealth Advisors and Invesment Management, Inc. compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Sequoia Wealth Advisors and Invesment Management, Inc. (this business)—623.7 (3)NoNo
Meriwest Wealth Advisors#18625.0 (3)NoNo6.4 mi
Phuong N Quach - Private Wealth Advisor, Ameriprise Financial Services, LLC#21614.3 (3)NoNo5.7 mi

See all 44 ranked wealth managers in San Jose