RIA Intel›Advisers›Oregon›SUNNYBRANCH WEALTH LLC

SUNNYBRANCH WEALTH LLC

Advisory

OR

Data as of Jul 16, 2026 · Source: SEC Form ADV

Average account

$603K

across 51 accounts

AUM per adviser

$15M

2 advisers

Source: SEC Form ADV. Figures as filed Jul 16, 2026.

Total AUM

$31M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$31M

Discretionary AUM$31M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients27

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, KS, OR, TX, WA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

27 clients

19 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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