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SUN GROUP WEALTH PARTNERS LLC

IRVINE, CA · CRD 166372 · IAPD ↗ · sungroupwp.com · 949-625-6800

$224.5MRegulatory AUM
2Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2026 — SUN GROUP WEALTH PARTNERS LLC reported RAUM up 25% ($178.9M -> $224.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
March 2024 — SUN GROUP WEALTH PARTNERS LLC reported RAUM up 29% ($118.4M -> $152.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.