Sun Group Wealth Partners LLC

Sun Group Wealth Partners LLC (CRD# 166372) is a financial advisory firm headquartered in Irvine, CA. They manage $139,300,000 in 1,012 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    139
    MILLION
  • Total Number of Accounts
    1,012
    ACCOUNTS
  • Average Account Value
    $137,648
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, NV

Financial Advisors at Sun Group Wealth Partners LLC
Showing 1 - 3 of 3 top financial advisors.
1
Brandon J. Chang
CRD#: 4016977
3 Park Plaza, Suite 120, Irvine, CA 92614
93
Wealthminder
score

Brandon Chang (CRD# 4016977) is an Investment Advisor Representative working at Sun Group Wealth Partners LLC in Irvine, CA and has over 17 years of experience in the finance industry.

2
Constance Courtney
CRD#: 5436563
3 Park Plaza, Suite 120, Irvine, CA 92614
93
Wealthminder
score

Constance Courtney (CRD# 5436563) is an Investment Advisor Representative working at Sun Group Wealth Partners LLC in Irvine, CA and has over 7 years of experience in the finance industry.

3
Winifred S. Sun
CRD#: 4034080
3 Park Plaza, Suite 120, Irvine, CA 92614
93
Wealthminder
score

Winifred Sun (CRD# 4034080) is an Investment Advisor Representative working at Sun Group Wealth Partners LLC in Irvine, CA and has over 17 years of experience in the finance industry.

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