LP Profile

Sun Group Wealth Partners

Also known as sun group wealth

Wealth ManagerIrvine, United StatesFounded 2011
$94M
Assets Under Management
Irvine
Headquarters
Investment Focus

About Sun Group Wealth Partners

Sun Group Wealth Partners is a wealth manager based in Irvine, US. Founded in 2011. Reported AUM: 94 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Sun Group Wealth Partners from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$224.5M
Total Clients
589
Filing Date
May 21, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Sun Group Wealth Partners across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Sun Group Wealth Partners?

Sun Group Wealth Partners is a wealth manager based in Irvine, United States, managing approximately $94M in assets.

Where is Sun Group Wealth Partners headquartered?

Sun Group Wealth Partners is headquartered in Irvine, United States.

How much does Sun Group Wealth Partners manage?

Sun Group Wealth Partners manages approximately $94M in assets under management.

When was Sun Group Wealth Partners founded?

Sun Group Wealth Partners was founded in 2011.

How can I contact Sun Group Wealth Partners?

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