Sundial Wealth LLC
Sundial Wealth LLC is an SEC-registered wealth manager in Boca Raton, FL with $125.8M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Sundial Wealth LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 321900, SEC 801-135014, data through 2026-01-28.
- AUM (assets under management / regulatory AUM)
- $125.8M (2026-01-28)
- Firm type
- Wealth Manager
- Location
- Boca Raton, FL
- Employees
- 3
- Clients
- 58
- CRD
- 321900
- Ownership
- BABIJ, PAUL, GREGORY; TRUE NORTH CAPITAL, LLC; HILL, ANDREW, JAMES; SPECULARE B LLC
How much AUM does Sundial Wealth LLC have?
Sundial Wealth LLC reported $125.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-28).
Who owns Sundial Wealth LLC?
Disclosed owners and executives of Sundial Wealth LLC include BABIJ, PAUL, GREGORY, TRUE NORTH CAPITAL, LLC, HILL, ANDREW, JAMES, SPECULARE B LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.