Sun Group Wealth Partners LLC
Sun Group Wealth Partners LLC is an SEC-registered mass-market adviser in Irvine, CA with $224.5M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Sun Group Wealth Partners LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 166372, SEC 801-79233, data through 2026-05-21.
- AUM (assets under management / regulatory AUM)
- $224.5M (2026-05-21)
- Firm type
- Mass-Market Adviser
- Location
- Irvine, CA
- Employees
- 7
- Clients
- 353
- CRD
- 166372
- Ownership
- SUN, WINIFRED, SHIH; CHANG, BRANDON, JOON
How much AUM does Sun Group Wealth Partners LLC have?
Sun Group Wealth Partners LLC reported $224.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-21).
Who owns Sun Group Wealth Partners LLC?
Disclosed owners and executives of Sun Group Wealth Partners LLC include SUN, WINIFRED, SHIH, CHANG, BRANDON, JOON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.