Sunquest Wealth Management, LLC

Sunquest Wealth Management, LLC (CRD# 168567) is a financial advisory firm headquartered in , . They manage $17,500,000 in 81 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    81
    ACCOUNTS
  • Average Account Value
    $216,049
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Sunquest Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Paul P. Sun
CRD#: 2923504
North Wales, PA

Paul Sun (CRD# 2923504) is an Investment Advisor Representative working at Sunquest Wealth Management, LLC in North Wales, PA and has over 26 years of experience in the finance industry.

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