SUNFLOWER WEALTH ADVISORS LLC

Overview

Sunflower Wealth Advisors LLC is an SEC-registered advisory firm organized as a limited liability company and focused on portfolio management for businesses and institutional clients. The firm’s filings indicate an institutional client base and a fee arrangement classified as “other,” with investment activity centered on non-discretionary mandates. Sunflower reports no active ESG program and is not designated as a pension consultant or a related adviser. Its regulatory profile lists affiliations with banking or thrift institutions and insurance companies, which suggests the firm operates with connections to institutional financial counterparties and custodial relationships. Although the firm’s disclosure states it is not a multi-state adviser, its operational footprint includes multiple offices across several states. The firm relies heavily on public funds and mutual funds for core allocations while also maintaining allocations to private-market and commodity strategies through third‑party external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices