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SULLIVAN DUNN WEALTH MANAGEMENT
SULLIVAN FINANCIAL, LLC
CRD 333496
4660 MARSH ROAD, OKEMOS, MI, 48864, United States
Phone
517-899-2247
Fax
888-505-6441
Registration
— (—)
Source
State registered
Total AUM
$9.8M
Discretionary AUM
$9.8M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $898K |
| High net worth individuals | 2 | $8.9M |
Official SEC filing: View on IAPD