Joseph Daniel Wirbick
Investment adviser representative at Sequinox Wealth Management, LLC
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$160MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Sequinox Wealth Management, LLCMay 2025 to now
- Mulholland Wealth Advisors, LLCDec 2020 to Jul 2026
- Sequinox Wealth Advisors, LLC.Jan 2019 to Sep 2019
- J.W. Cole Advisors, Inc.Jan 2012 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2001
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 2 states (AZ, PA).
Sequinox Wealth Management, LLC
$160MAssets managed
761Clients
4Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3121471
- Firm CRD
- 335246