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).
Current Firm Details
Sunrise Wealth Management, LLC
By the Numbers
-
Total Assets Under Management24MILLION
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Total Number of Accounts97ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ
Financial Advisors at Sunrise Wealth Management, LLC
1
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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