SUN GROUP WEALTH PARTNERS LLC
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About the firm
Sun Group Wealth Partners is a wealth management firm offering personalized investment and wealth management strategies. Their holistic approach considers the entire financial picture, including retirement planning, tax optimization, and estate planning.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning, comprehensive custom wealth management, 529 college savings planning, nonprofit financial management, online investing platform (Saving Pie), cash management, wealth transfer strategies, and smart tax planning
Who they serve
Individual clients with unique financial aspirations and risk tolerances, families with education planning goals, and nonprofit organizations
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 188 | $36M |
| High Net Worth Individuals | 153 | $175M |
| Charitable Organizations | 10 | $12M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of February 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SUN GROUP WEALTH PARTNERS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.