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SUN GROUP WEALTH PARTNERS LLC
CRD 166372 · SEC 801-79233
17500 RED HILL AVE, SUITE 140, IRVINE, CA, 92614, United States
Phone
949-625-6800
Fax
949-777-5077
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$224.5M
Discretionary AUM
$224.5M
Team
7 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 188 | $36.3M |
| High net worth individuals | 153 | $175.1M |
| Pension/profit sharing plans | 10 | $11.8M |
| Corporations/business entities | 2 | $1.3M |
States served
AZ, CA, NV, TX, NH
All web addresses on file
Official SEC filing: View on IAPD