TrueAdvisor
TrueAdvisor
JW
CFP
JW
CFP

Joseph Wirbick

Sequinox Wealth Management, LLC
20 Years of Experience
Lancaster, PA
Sells Insurance
View SEC Summary
View SEC Summary

Joseph Wirbick is a CFP-designated registered investment advisor at Sequinox Wealth Management, LLC, based in Lancaster, PA, with 20 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 761 clients with $160M in assets under management.

Sequinox Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
761 clients
Average Client Portfolio
$210K average
Assets Under Management
$160.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.45%

Annual fee ranges up to 1.45% of assets under management, billed monthly in arrears based on the average daily balance. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

941 Wheatland Ave., Suite 101, Lancaster, PA, 17603

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Joseph is a life insurance agent for multiple insurance companies. He also owns a software company and commercial real estate.

Employment History
Current Registrations
Sequinox Wealth Management, LLC
June 2025 - Present · 1 yr 4 mos
Previous Registrations
Mulholland Wealth Advisors, LLC
December 2020 - July 2026 · 5 yrs 7 mos
Sequinox Wealth Advisors, LLC.
February 2019 - September 2019 · 7 mos
J. W. Cole Advisors, INC.
January 2012 - December 2020 · 8 yrs 11 mos
Pelion Investment Advisors, INC.
July 2010 - January 2012 · 1 yr 6 mos
Workman Securities Corporation
November 2007 - July 2010 · 2 yrs 8 mos
Boyd Senior Planning, LTD.
May 2006 - December 2007 · 1 yr 7 mos
State Registrations2 states
AZPA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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