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SUNRISE WEALTH MANAGEMENT, LLC
CRD 120385
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 36 | $23.7M |
All web addresses on file
Official SEC filing: View on IAPD