Investment adviser · CRD 166372
SUN GROUP WEALTH PARTNERS LLC
Investment adviser filing (IA)
IRVINE, CA, United States · Form ADV filed May 21, 2026
- Regulatory AUM
- $224M Form ADV · Item 5.F
- Client accounts
- 589 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 153 | $175,055,381 | 78.0% |
| Individuals | 188 | $36,304,242 | 16.2% |
| Retirement plans | 10 | $11,760,413 | 5.2% |
| Corporations & businesses | Fewer than 5 | $1,330,493 | 0.6% |
Filing source
Form ADV 2107614 · May 21, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 21, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
17500 RED HILL AVE, SUITE 140IRVINE, CA, 92614, United States
CRD 166372
Filing source
Form ADV 2107614 · May 21, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.