Sun Group Wealth Partners LLC

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Sun Group Wealth Partners LLC
CRD #166372
SEC #801-79233
CIK #
AUM $94.2 MM (79% Disc, 99% US, 2020-01-29)
Employees9 (22% Investors, 44% Brokers)
Phone949-625-6800
Address17500 Red Hill Ave
Irvine, CA 92614
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
180144108723602010201320172021
Comparable Firms State AUM ($BB)
EVA Advisers LLC
NY 0.1
Windsor Securities Inc
PA 0.1
Wealth Management & Business Concepts
CA 0.1
Alexandria Financial Associates Ltd
VA 0.1
Feltl & Company
MN 0.1
Marriner Boult LLC
CA 0.1
Delmarva Limited Financial Consultants
DE 0.1
First Mason Financial LLC
OH 0.1
Lighthouse Financial LLC
CO 0.1
Bauerle Financial Inc
FL 0.1
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