This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.94 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=2.0

Regulatory AUM

$224MItem 5.F on the latest filing (2026-05-21); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$224M

Private client RAUM

$211MderivedItem 5.D individuals plus high net worth individuals

Private client share

94%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$74.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

7

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

589

Individual clients

188

High net worth clients

153

SEC number

801-79233

CRD

166372

Filings on the tape

35

First filed

Dec 7, 2012

Latest filed

May 21, 2026

Organised

Limited Liability Company, CA

Website

sungroupwp.com

• Occurred

  Dec 7, 2012
  First Form ADV filing

  Sun Group Wealth Partners Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e3719841-4feb-5318-7065-9a4d9a5ec61e

First observed

Dec 7, 2012

Last observed

May 21, 2026 4 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.