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 |
0 total clients reported on Form ADV.
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
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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. 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.