Private Market View

SUNDIAL WEALTH LLC

Hedge fund · BOCA RATON, FL

AUM
Portfolio companies
Recorded deals
Last investment

Key facts

  • SUNDIAL WEALTH LLC is a hedge fund based in BOCA RATON, FL.

Registered with the SEC

Form ADV · 2026-01 · CRD 321900
Regulatory AUM
Private fund assets
$2.2M
Private funds
1 · 1 hedge
Staff
3
Registered office
BOCA RATON, FL
SEC status
Approved

Reports custody of client assets.

Source: SEC Investment Adviser Public Disclosure, Form ADV.

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Portfolio

Portfolio — not yet on record

No portfolio companies for SUNDIAL WEALTH LLC are on record yet. Positions surface from round participations, filings, and coverage.

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