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| Keyboard |
| Sunrise Financial Services LLC
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|---|---|
| CRD # | 325955 |
| SEC # | 801-132461 |
| CIK # | 0002110891 |
| AUM | 151.2 M (2026-04-15) |
| Employees | 5 (60% Investors, 40% Brokers) |
| Phone | 206-420-8520 |
| Address | 431 SW Ambaum Blvd Burien, WA 98166 |
| Source | [IAPD] [EDGAR] [Website] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 1.9 | ||
| Nvidia Corp | 1.7 | ||
| Costco Wholesale Corp /NEW | 1.1 | ||
| Amazon Com Inc | 0.9 | ||
| Tesla Motors Inc | 0.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 240 | 93.4 |
| (b) Individuals (high net worth individuals) | 31 | 57.9 |
| (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 | 0 | 0.0 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 682 | 151.2 |
| By Discretionary | ||
| Discretionary | 672 | 151.1 |
| Non-Discretionary | 10 | 0.1 |
| Total | 682 | 151.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 151.2 | |
| Total | 682 | 151.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002110891] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 2 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Bartley Financial Advisors LLC
✚
|
NH | 151.6 M |
|
Bright Investments LLC
✚
|
AL | 151.5 M |
|
Cramer & Rauchegger Inc
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|
FL | 151.4 M |
|
Skyliner Wealth LLC
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|
OR | 151.4 M |
|
Greenway Financial LLC
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|
MI | 151.4 M |
|
Redwood Grove Wealth Management LLC
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|
CA | 151.3 M |
|
Convexitas LLC
✚
|
IL | 151.3 M |
|
Outbound Financial Inc
✚
|
CO | 151.2 M |
|
Horizons Sustainable Financial Services Inc
✚
|
NM | 151.2 M |
|
Omicron Advisors LLC
✚
|
PA | 151.2 M |