Sun Group Wealth Partners LLC

Sun Group Wealth Partners LLC (CRD# 166372) is a financial advisory firm headquartered in Irvine, CA. They manage $177,724,217 in 1,111 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    178
    MILLION
  • Total Number of Accounts
    1,111
    ACCOUNTS
  • Average Account Value
    $159,968
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, TX

Financial Advisors at Sun Group Wealth Partners LLC
Showing 1 - 2 of 2 top financial advisors.
1
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 9 years of experience in the finance industry.

2
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 18 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.