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SUNESIS ADVISORS, LLC
CRD 159114 · SEC 801-72788
6750 W 93RD STREET, SUITE 250, OVERLAND PARK, KS, 66212, United States
Phone
913-815-4460
Fax
913-815-4466
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.48B
Discretionary AUM
$1.35B
Team
8 total employees; 3 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersOUTSOURCED CFO, WEALTH MANAGEMENT AUDITS
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 15 | $1.45B |
States served
KS, NH
All web addresses on file
Official SEC filing: View on IAPD