Sundance Wealth Management Group LLC

Sundance Wealth Management Group LLC (CRD# 140740) is a financial advisory firm headquartered in Wesley Chapel, FL. They manage $3,036,575 in 32 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $94,893
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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.

FL

Financial Advisors at Sundance Wealth Management Group LLC
Showing 1 - 1 of 1 top financial advisors.
1
Thomas A. Gruber
CRD#: 5153509
2654 Cypress Ridge Blvd, Suite 103, Wesley Chapel, FL 33544
93
Wealthminder
score

Thomas Gruber (CRD# 5153509) is an Investment Advisor Representative working at Sundance Wealth Management Group LLC in Wesley Chapel, FL and has over 11 years of experience in the finance industry.

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