Sun Group Wealth Partners LLC

Sun Group Wealth Partners LLC (CRD# 166372) is a financial advisory firm headquartered in Irvine, CA. They manage $105,024,000 in 371 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    105
    MILLION
  • Total Number of Accounts
    371
    ACCOUNTS
  • Average Account Value
    $283,084
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NH, TX

Financial Advisors at Sun Group Wealth Partners LLC
Showing 1 - 3 of 3 top financial advisors.
1
Brandon J. Chang
CRD#: 4016977
17500 Red Hill Ave, Suite 140, Irvine, CA 92614

Brandon Chang (CRD# 4016977) is an Investment Advisor Representative working at Sun Group Wealth Partners LLC in Irvine, CA and has over 21 years of experience in the finance industry.

2
Brian L. Chew
CRD#: 5115531
15615 Alton Parkway, Suite 450, Irvine, CA 92618

Brian Chew (CRD# 5115531) is an Investment Advisor Representative working at Sun Group Wealth Partners LLC in Irvine, CA and has over 13 years of experience in the finance industry.

3
Winifred S. Sun
CRD#: 4034080
17500 Red Hill Ave, Suite 140, Irvine, CA 92614

Winifred Sun (CRD# 4034080) is an Investment Advisor Representative working at Sun Group Wealth Partners LLC in Irvine, CA and has over 21 years of experience in the finance industry.

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