Sundial Wealth LLC
● SEC registered since 2026CRD 321900SEC# 801-135014Boca Raton, FL
Ranks #5,588 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$125.8M
Fund GAV
$2.2M
Private funds
1
Employees
3
Accounts
113
Location
Boca Raton, FL
Sundial Wealth LLC assets under management
Sundial Wealth LLC is an SEC-registered investment adviser based in Boca Raton, FL. The firm has been registered since 2026. It reports $125.8 million in regulatory assets under management and employs 3 people. Sundial Wealth LLC manages 1 private fund with combined gross assets of $2.2 million, including Ambrus Sundial L.P. By regulatory assets, it ranks 5,588 of 6,004 private fund managers.
Sundial Wealth LLC private funds
1 funds · $2.2M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Ambrus Sundial L.P. | Hedge | $2.2M | $250K |
Sundial Wealth LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew James Hill Control | Manager | Under 5% | 2024 |
| Paul Gregory Babij Control | Manager/Investment Advisor Representative/Chief Compliance Officer | Under 5% | 2022 |
| Speculare B LLC Control | Member | 50-75% | 2022 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Sundial Wealth LLC manage?
Sundial Wealth LLC reports $125.8 million in regulatory assets under management on its Form ADV.
How many private funds does Sundial Wealth LLC manage?
Sundial Wealth LLC manages 1 private funds with combined gross assets of $2.2 million.
How many employees does Sundial Wealth LLC have?
Sundial Wealth LLC reports 3 employees.
Where is Sundial Wealth LLC located?
Sundial Wealth LLC is based in Boca Raton, FL and has been SEC-registered since 2026.
Does Sundial Wealth LLC disclose fund performance?
Sundial Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3200 North Federal Highway, Suite 228, Boca Raton, FL 33431 |
| Phone | 561-302-4371 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$125.8M▼ 10%
Nov '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
AUM vs fund managersTop 93%
Larger than 7% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$125.8Mregulatory AUM
Discretionary $125.8M
Service providers
Auditor
Prime broker
Custodian
Administrator