Sun Group Wealth Partners LLC
● SEC registered since 2014CRD 166372SEC# 801-79233Irvine, CA
Reg. AUM
$224.5M
Employees
7
Accounts
589
Location
Irvine, CA
Sun Group Wealth Partners LLC assets under management
Sun Group Wealth Partners LLC is an SEC-registered investment adviser based in Irvine, CA. The firm has been registered since 2014. It reports $224.5 million in regulatory assets under management and employs 7 people.
Sun Group Wealth Partners LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandon Joon Chang Control | Co-Founder, Managing Member, And Chief Compliance Officer | 25-50% | 2011 |
| Winifred Shih Sun Control | Founder And Managing Member | 50-75% | 2011 |
Frequently asked questions
How much does Sun Group Wealth Partners LLC manage?
Sun Group Wealth Partners LLC reports $224.5 million in regulatory assets under management on its Form ADV.
How many employees does Sun Group Wealth Partners LLC have?
Sun Group Wealth Partners LLC reports 7 employees.
Where is Sun Group Wealth Partners LLC located?
Sun Group Wealth Partners LLC is based in Irvine, CA and has been SEC-registered since 2014.
Does Sun Group Wealth Partners LLC disclose fund performance?
Sun Group Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 17500 Red Hill Ave, Suite 140, Irvine, CA 92614 |
| Phone | 949-625-6800 |
| Fax | 949-777-5077 |
| Office hours | 7:30a.m.-4:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$224.5M▲ 25%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$224.5Mregulatory AUM
Discretionary $224.5M