Company Information

Get to know Sequent Real Estate + Wealth Management

Sequent Real Estate + Wealth Management is the brand name for Sequent Planning, LLC, a financial advisory firm based in Bend, Oregon. The company specializes in a holistic approach to financial well-being by combining traditional wealth management services, such as financial planning and investment management, with specialized real estate advisory services. Their mission is to help clients build and manage wealth by strategically integrating real estate assets into their broader financial portfolio, catering to individuals, families, and business owners.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Sequent Real Estate + Wealth Management

United States

Founded in

2020 (6 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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BVI FSC

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.