Sunnybranch Wealth LLC

Overview

Sunnybranch Wealth LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual principal. The firm works primarily with individuals and families and acts as a capital allocator, directing client capital to external managers in addition to managing portfolios directly. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and educational seminars or workshops. The firm charges a mix of percentage‑of‑AUM, hourly, and fixed fees. Sunnybranch identifies as an active ESG investor, indicating environmental, social, or governance considerations are applied to at least some of its investment decisions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices