Sunrise Wealth Management, LLC

Sunrise Wealth Management, LLC (CRD# 159409) is a financial advisory firm headquartered in , . They manage $4,315,553 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $215,778
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.

FL

Financial Advisors at Sunrise Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Duane Eatherly, financial advisor Riverview FL
Duane Eatherly
CRD#: 2837702
Riverview, FL

Duane Eatherly (CRD# 2837702) is an Investment Advisor Representative working at Sunrise Wealth Management, LLC in Riverview, FL and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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