Sundance Wealth Management

Overview

Sundance Wealth Management operates as a sole proprietorship and is classified as an independent registered investment advisor. The firm focuses on providing financial planning services, portfolio management for individuals and small businesses, and pension consulting services. Catering primarily to individual and family clients, Sundance Wealth Management employs a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees. The firm does not actively engage in environmental, social, and governance (ESG) investing and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices