Overview
Assets Under Management: $139 million
Headquarters: BOCA RATON, FL
High-Net-Worth Clients: 38
Average Client Assets: $4 million
Frequently Asked Questions
SUNDIAL WEALTH 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 #321900), SUNDIAL WEALTH LLC is subject to fiduciary duty under federal law.
SUNDIAL WEALTH LLC is headquartered in BOCA RATON, FL.
SUNDIAL WEALTH LLC serves 38 high-net-worth clients according to their SEC filing dated November 21, 2025. View client details ↓
According to their SEC Form ADV, SUNDIAL WEALTH LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
SUNDIAL WEALTH LLC manages $139 million in client assets according to their SEC filing dated November 21, 2025.
According to their SEC Form ADV, SUNDIAL WEALTH LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.19
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 113
Discretionary Accounts: 113
Regulatory Filings
CRD Number: 321900
Filing ID: 2019505
Last Filing Date: 2025-11-21 13:04:49
Website: 0