SourcingSourcing

SEQUINOX WEALTH MANAGEMENT, LLC

B55
CRD 335246·SEC 801-132845·LANCASTER, PA
AUM
$160.0M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$480K
@ 30% margin
Est. Deal Value
$3.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SEQUINOX WEALTH MANAGEMENT, LLC
CRD
335246
SEC file #
801-132845
EIN
—
DBA names
—

Economics

AUM
$160.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$152.3M → $160.0M▲ +5%
Client mix
Individuals Other727
Individuals High Net Worth30
Charitable Organizations2
Corporations2

Operations

Employees (total)
7
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
2 advisors → 3 advisors▲ +50%
Primary office
LANCASTER PA
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
02/20/2026
ADV-W filed at
—
Website
sequinox.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WIRBICK, JOSEPH, DANIEL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
WIRBICK, JOSEPH, DANIEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SEQUINOX.COM
Rdap Domain Creation Date
2007-05-25T13:06:20Z
Rdap Firm Age Years
19
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Fidelity4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-05-25T13:06:20Z
Rdap Domain Last Changed
2024-05-26T18:49:06Z
Rdap Nameservers
Ns43.domaincontrol.comNs44.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
3121471
Trust Company Affiliate
No

People (4)

4
WIRBICK, JOSEPH, DANIEL
IAR · Direct Owner · 87.5%
3121471
DONALD WAYNE LAMISON
IAR
2885405
Matthew J Lebo
IAR
5582354
Teressa Dawn Beard
IAR
6564260