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SUNDIAL WEALTH LLC

DELRAY BEACH, FL · CRD 321900 · IAPD ↗ · sundialwealth.com · 561-302-4371

$125.8MRegulatory AUM
1Advisory reps
3Employees
0Clients
0Planning clients
1Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2026 — SUNDIAL WEALTH LLC moved its main office from BOCA RATON, FL to DELRAY BEACH, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
95
February 2026 — SUNDIAL WEALTH LLC (BOCA RATON, FL) is newly SEC-registered with $125.8M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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