RIA Intel›Advisers›Arizona›SUNRISE WEALTH MANAGEMENT, LLC

SUNRISE WEALTH MANAGEMENT, LLC

Advisory

TUCSON, AZ

Data as of Aug 26, 2022 · Source: SEC Form ADV

Average account

$245K

across 97 accounts

AUM per adviser

$24M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 26, 2022.

Total AUM

$24M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$24M

Discretionary AUM$20M

Non-Discretionary AUM$4M

Discretionary %82.3%

Total Clients36

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ

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

36 clients

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

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