Sunquest Wealth Management, LLC
Sunquest Wealth Management, LLC (CRD# 168567) is a financial advisory firm headquartered in , . They manage $16,800,000 in 59 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management17MILLION
Total Number of Accounts59ACCOUNTS
Average Account Value$284,746
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Paul Sun (CRD# 2923504) is an Investment Advisor Representative working at Sunquest Wealth Management, LLC in North Wales, PA and has over 20 years of experience in the finance industry.