Sun Group Wealth Partners LLC
Sun Group Wealth Partners LLC (CRD# 166372) is a financial advisory firm headquartered in Irvine, CA. They manage $152,657,000 in 521 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management153MILLION
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Total Number of Accounts521ACCOUNTS
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Average Account Value$293,008
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AZ, CA, NH, NV, TX
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.
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.
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.