Sun Group Wealth Partners LLC

Sun Group Wealth Partners LLC (CRD# 166372) is a financial advisory firm headquartered in Irvine, CA. They manage $118,414,000 in 535 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    118
    MILLION
  • Total Number of Accounts
    535
    ACCOUNTS
  • Average Account Value
    $221,335
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
The map below shows states where this firm has explicit registration only.

AZ, CA, NH, NV, 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 24 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 17 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 24 years of experience in the finance industry.

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