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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Sun Group Wealth Partners LLC
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|---|---|
| CRD # | 166372 |
| SEC # | 801-79233 |
| CIK # | |
| AUM | $178.9 M (2025-01-23) |
| Employees | 8 (25% Investors, 25% Brokers) |
| Phone | 949-625-6800 |
| Address | 17500 Red Hill Ave Irvine, CA 92614 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 184 | 31.5 |
| (b) Individuals (high net worth individuals) | 140 | 136.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 10.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 533 | 178.9 |
| By Discretionary | ||
| Discretionary | 533 | 178.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 533 | 178.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 178.0 | |
| Total | 533 | 178.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Aegis Wealth Group LLC
✚
|
UT | 0.2 |
|
Familywealth Asset Management
✚
|
TX | 0.2 |
|
Plan Life & Wealth Management Inc
✚
|
CA | 0.2 |
|
Continuity Wealth Management Corp
✚
|
OR | 0.2 |
|
Revolution Capital LLC
✚
|
NE | 0.2 |
|
A4 Wealth Advisors LLC
✚
|
NC | 0.2 |
|
4Thought Financial Group Inc
✚
|
NY | 0.2 |
|
Great Hill Advisory Ltd
✚
|
NY | 0.2 |
|
Lifewealth Investments LLC
✚
|
FL | 0.2 |
|
Legacy Wealth Management Inc
✚
|
VA | 0.2 |