Overview
Assets Under Management: $179 million
Headquarters: IRVINE, CA
High-Net-Worth Clients: 140
Average Client Assets: $971,825
Frequently Asked Questions
SUN GROUP WEALTH PARTNERS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #166372), SUN GROUP WEALTH PARTNERS LLC is subject to fiduciary duty under federal law.
SUN GROUP WEALTH PARTNERS LLC is headquartered in IRVINE, CA.
SUN GROUP WEALTH PARTNERS LLC serves 140 high-net-worth clients according to their SEC filing dated January 23, 2025. View client details ↓
According to their SEC Form ADV, SUN GROUP WEALTH PARTNERS LLC offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
SUN GROUP WEALTH PARTNERS LLC manages $179 million in client assets according to their SEC filing dated January 23, 2025.
According to their SEC Form ADV, SUN GROUP WEALTH PARTNERS LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 140
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.03
Average High-Net-Worth Client Assets: $971,825
Total Client Accounts: 533
Discretionary Accounts: 533
Regulatory Filings
CRD Number: 166372
Last Filing Date: 2025-01-23 00:00:00
Website: https://sungroupwp.com