Sundial Wealth LLC

RIASEC RegisteredEst. 2026

Total AUM

$126M

Discretionary

$126M

100% of AUM

Avg account

$1.1M

Accounts

113

Employees

Advisory reps

Firm details

Headquarters: Delray Beach, Florida
CRD number: 321900
Registered since: January 2, 2026
Website: www.sundialwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Performance Based Fees
Client types: HNWI99.57%
Individuals0.43%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Sundial Wealth LLC is an independent registered investment adviser that registered with the SEC in 2026 and positions itself as a capital allocator for individual and family clients. The firm provides financial planning and portfolio management for individuals, small businesses and pooled investment vehicles, and it also performs selection-of-other-advisers work. Its fee schedule includes percentage-of-AUM billing, hourly charges and performance-based fees. Sundial identifies as an active ESG investor and has industry roles that include acting as an accountant and serving as sponsor, general partner or managing member of pooled investment vehicles.