RIA Intel›Advisers›Arizona›SUNSTONE FINANCIAL LLC

SUNSTONE FINANCIAL LLC

Advisory

CHANDLER, AZ

Data as of Mar 5, 2026 · Source: SEC Form ADV

Rank in AZ

#289

of 387 advisers by AUM

Average account

$302K

across 294 accounts

AUM per adviser

$44M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 5, 2026.

Total AUM

$89M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$89M

Discretionary AUM$89M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients216

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, TX

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

216 clients

16 high-net-worth

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

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