Wealth Manager
    SEC Registered
    Manages Private Funds

    Sequent Planning, LLC

    Registered investment advisor · Omaha, Nebraska · CRD #160381

    Assets Under Management
    $589M
    Client Accounts
    6,015
    Employees
    102
    CRD Number
    160381
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Sequent Planning, LLC

    Sequent Planning, LLC is a registered investment advisory firm founded in 2012, headquartered in Omaha, Nebraska, with a focus on retirement planning and financial services. It has 2-10 employees and no recent funding rounds.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Sequent Planning, LLC

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    Frequently Asked Questions

    What is Sequent Planning, LLC's AUM?

    Sequent Planning, LLC reports approximately $589M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Sequent Planning, LLC headquartered?

    Sequent Planning, LLC is headquartered in Omaha, Nebraska.

    What is Sequent Planning, LLC's CRD number?

    Sequent Planning, LLC's CRD number is 160381. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Sequent Planning, LLC manage?

    Sequent Planning, LLC manages approximately 6,015 client accounts according to its latest SEC filing.

    Is Sequent Planning, LLC SEC registered?

    Yes, Sequent Planning, LLC is registered with the SEC as an investment adviser with an approved registration status.

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