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| Sun Group Wealth Partners LLC
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| CRD # | 166372 |
| SEC # | 801-79233 |
| CIK # | 0002111007 |
| AUM | 224.5 M (2026-05-21) |
| Employees | 7 (29% Investors, 29% Brokers) |
| Phone | 949-625-6800 |
| Address | 17500 Red Hill Ave Irvine, CA 92614 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002111007 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 12.7 | ||
| Costco Wholesale Corp /NEW | 10.2 | ||
| Palantir Technologies Inc | 9.3 | ||
| Nvidia Corp | 7.8 | ||
| Broadcom Inc | 7.0 | ||
| Amazon Com Inc | 6.7 | ||
| Netflix Inc | 4.6 | ||
| Alphabet Inc | 4.2 | ||
| Tesla Motors Inc | 2.5 | ||
| Wal Mart Stores Inc | 2.4 | ||
| Visa Inc | 2.4 | ||
| Facebook Inc | 2.3 | ||
| Abbott Laboratories | 2.2 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 2.2 | ||
| Microsoft Corp | 2.1 | ||
| Alphabet Inc | 1.9 | ||
| Palo Alto Networks Inc | 1.7 | ||
| J P Morgan Chase & Co | 1.5 | ||
| AbbVie Inc | 1.5 | ||
| Cheniere Energy Inc | 1.4 | ||
| Lilly Eli & Co | 1.3 | ||
| Fedex Corp | 1.2 | ||
| Northrop Grumman Corp /DE/ | 1.2 | ||
| Johnson & Johnson | 1.2 | ||
| Freeport McMoran Copper & Gold Inc | 0.9 | ||
| Valero Energy Corp/Tx | 0.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 188 | 36.3 |
| (b) Individuals (high net worth individuals) | 153 | 175.1 |
| (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 | 11.8 |
| (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 | 2 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 589 | 224.5 |
| By Discretionary | ||
| Discretionary | 589 | 224.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 589 | 224.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 223.5 | |
| Total | 589 | 224.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002111007] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Naples Wealth Planning LLC
✚
|
FL | 226.9 M |
|
Professional Financial Strategies Inc
✚
|
NY | 225.8 M |
|
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OH | 224.9 M |
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Davidson Advisory Group LLC
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NC | 223.5 M |
|
Essential Investment Partners LLC
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CO | 223.0 M |
|
DaVinci Financial Designs LLC
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|
SC | 222.8 M |
|
Aldebaran Financial Inc
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|
TN | 222.8 M |
|
Crossgen Wealth LLC
✚
|
NC | 222.8 M |
|
Global Strategic Management Inc
✚
|
PR | 221.6 M |
|
Bond Tech Inc
✚
|
OH | 221.6 M |