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SUNRISE FINANCIAL SERVICES LLC

BURIEN, WA · CRD 325955 · IAPD ↗ · 206-420-8520

$151.2MRegulatory AUM
3Advisory reps
5Employees
2Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
March 2026 — SUNRISE FINANCIAL SERVICES LLC now reports custody of client assets ($8.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
95
April 2025 — SUNRISE FINANCIAL SERVICES LLC (BURIEN, WA) is newly SEC-registered with $114.4M RAUM and 2 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.