PRESIDIO WEALTH MANAGEMENT

SUN FINANCIAL, INC.

CRD 333404 · SEC 801-131464

Visit website

6967 SOUTH RIVER GATE DRIVE, SUITE 102, MIDVALE, UT, 84047, United States

Phone

801-290-3201

Fax

N/A

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$217.5M

Discretionary AUM

$206.7M

Team

5 total employees; 3 advisory reps; 26 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-03-30

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars

Client types

Type	Clients	AUM
Individuals	322	$93.7M
High net worth individuals	57	$123.6M
Pension/profit sharing plans	1	$165K

States served

AZ, CA, CO, ID, UT, TX

All web addresses on file

https://www.facebook.com/presidiowealthmanagement
https://presidiowealth.com

Official SEC filing: View on IAPD