Sunesis Advisors, LLC
SEC RegisteredResourceful partners
About the firm
Sunesis Advisors, LLC helps families organize, strategize, and implement plans that maximize the utility of their financial and non-financial assets. The firm works only as an agent for its clients to facilitate and source the professionals, products, and services that the family needs, and monitors and makes recommendations based on changes in the families' needs or the external environment.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Organizing, strategizing, and implementing plans that maximize the utility of financial and non-financial assets; facilitating and sourcing professionals, products, and services; monitoring and making recommendations based on changes in client needs or the external environment.
Who they serve
Families
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 15 | $1.4B |
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Sunesis Advisors, 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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