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SUNRISE WEALTH MANAGEMENT, LLC

CRD 120385

Visit website

5151 E BROADWAY BLVD, SUITE 1600, TUCSON, AZ, 85711, United States

Phone

520-399-7477

Fax

520-616-2600

Registration

— (—)

Source

State registered

Total AUM

$23.7M

Discretionary AUM

$19.5M

Team

1 total employees; 1 advisory reps; 31 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2022-08-26

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals36$23.7M

All web addresses on file

Official SEC filing: View on IAPD