• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer
Valeas Capital Partners

Valeas Capital Partners

  • Approach
  • People
  • Portfolio
  • News
  • Contact
  • Login

Sequoia Financial Group Acquires Houston-based AltruVista, Expanding Wealth Management Services for Entrepreneurs

Sequoia Financial Group, LLC (Sequoia), a leading SEC-registered wealth manager with more than $18 billion in assets under management as of March 31, 2024, today announced it has acquired AltruVista, LLC (AltruVista), an SEC-registered investment advisor that provides independent and holistic financial planning and asset management services to high-net-worth clients. The transaction closed March 31. Financial terms were not disclosed.

Primary Sidebar

Footer

  • Terms of Use
  • Privacy Policy
  • Form Adv Part 2

Copyright © 2025 Valeas Capital Partners. Website by HyperArts