SUN GROUP WEALTH PARTNERS LLC
SEC Form ADV profile.
Total regulatory AUM
$224,450,529
Discretionary
$224,450,529
Non-discretionary
$0
Firm details
- CRD number
- 166372
- SEC file number
- 801-79233
- Main office
- IRVINE, CA, United States
- Employees
- 7
- SEC status
- Approved
- Website
- HTTP://WWW.SUNGROUPWP.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.