Sunrise Wealth Management, LLC

Sunrise Wealth Management, LLC (CRD# 120385) is a financial advisory firm headquartered in Tucson, AZ. They manage $23,740,000 in 97 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    97
    ACCOUNTS
  • Average Account Value
    $244,742
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Sunrise Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Nicholas M. Healy
CRD#: 3229901
5151 E Broadway Blvd, Suite 1600, Tucson, AZ 85711

Nicholas Healy (CRD# 3229901) is an Investment Advisor Representative working at Sunrise Wealth Management, LLC in Tucson, AZ and has over 24 years of experience in the finance industry.

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