Key facts
- SUN GROUP WEALTH PARTNERS LLC is a other based in IRVINE, CA.
- SUN GROUP WEALTH PARTNERS LLC reports $921K in regulatory assets under management, per its SEC Form ADV (2026-02).
Registered with the SEC
Form ADV · 2026-02 · CRD 166372- Regulatory AUM
- $921K
- Private fund assets
- —
- Private funds
- —
- Staff
- 7
- Registered office
- IRVINE, CA
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for SUN GROUP WEALTH PARTNERS LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is SUN GROUP WEALTH PARTNERS LLC's AUM?
- SUN GROUP WEALTH PARTNERS LLC manages approximately $921K in assets.