SUN GROUP WEALTH PARTNERS LLC

RIASEC RegisteredEst. 2014

Total AUM

$224M

Discretionary

$224M

100% of AUM

Avg account

$381K

Accounts

589

Employees

Advisory reps

Firm details

Headquarters: IRVINE, California
CRD number: 166372
Registered since: February 28, 2014
Website: www.sungroupwp.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI77.99%
Individuals16.17%
Pension & Profit Sharing Plans5.24%
Corporations / Businesses0.59%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Sun Group Wealth Partners LLC is an independent, SEC‑registered registered investment adviser organized as an LLC and operating since 2014. The firm serves a mix of individual, family and institutional clients and describes itself as a capital allocator that blends portfolio management with financial planning and educational outreach. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension‑related consulting work, and publication or distribution of client‑focused periodicals and workshops. Fee arrangements are flexible: the firm charges asset‑based fees as well as hourly and fixed fees depending on the engagement. Sun Group reports an industry affiliation with an insurance company and does not position itself as an active ESG investor.