SUNNYBRANCH WEALTH LLC
CRD 323075
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$30.8M
Discretionary AUM
$30.8M
Team
1 total employees; 1 advisory reps; 14 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-11
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $231K |
| High net worth individuals | 19 | $30.5M |
All web addresses on file
- https://www.youtube.com/channel/UCkAxId9O7K3xKzQ0SkMrrfw
- https://www.sunnybranchwealth.com
- https://www.tiktok.com/@sunnybranchwealth
- https://www.instagram.com/sunnybranchwealth/
- https://www.linkedin.com/in/katherinesfox/
- https://www.linkedin.com/company/sunnybranch-wealth
- https://www.facebook.com/profile.php?id=100088361179031
Official SEC filing: View on IAPD