SEC Form ADV

SUN GROUP WEALTH PARTNERS LLC

Registered Investment AdviserCA
$224.5M
Assets Under Management
589
Total Clients
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Registration Details

Accession
CRD-166372
Location
IRVINE, CA
Filing Date
May 21, 2026
AUM
$224.5M
Total Clients
589
Amendment
No

About this Adviser

SUN GROUP WEALTH PARTNERS LLC is a registered investment adviser headquartered in IRVINE, CA, managing approximately $224.5M in assets across 589 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.