SUNDIAL WEALTH LLC
SEC Form ADV profile.
Total regulatory AUM
$125,789,000
Discretionary
$125,789,000
Non-discretionary
$0
Firm details
- CRD number
- 321900
- SEC file number
- 801-135014
- Main office
- DELRAY BEACH, FL, United States
- Employees
- 3
- SEC status
- Approved
- Website
- https://www.sundialwealth.com/
- Fee structure
-
Percentage of AUM Hourly Performance-based
As of October 2026.