SUNDIAL WEALTH LLC

Overview

Sundial Wealth LLC is an independent registered investment adviser that positions itself as a capital allocator for individual and family clients. The firm provides fee-based financial planning and portfolio management for individuals, small businesses and pooled investment vehicles, and it also selects other advisers on behalf of clients. Its fee schedule includes percentage-of-AUM billing, hourly charges and performance-based fees. Sundial Wealth is an active ESG investor and, per its disclosures, participates on the sponsor/GP side of pooled vehicles and limited partnerships in addition to acting as an adviser. Investment activity at Sundial Wealth favors privately held and pooled investment vehicles. Private funds make up the largest share of the firm’s managed assets, and the adviser both allocates to third-party alternative managers and operates at least one proprietary fund vehicle. The firm is SEC-registered as of 2026 and maintains a client base concentrated on higher-net-worth households given the average client and account sizes.

Assets & Accounts

Investments & Alternatives

Location & Offices