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SUNLIGHT PEAKS FINANCIAL PARTNERS, LLC

· CRD 315251 · IAPD ↗ · sunlightpeaks.com · 8662100158 X 1

$43.4MRegulatory AUM
3Advisory reps
3Employees
0Clients
11-25Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2024 — SUNLIGHT PEAKS FINANCIAL PARTNERS, LLC (location n/a) left the SEC roster (was $43.4M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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