| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandon Joon Chang Control | Co-Founder, Managing Member, And Chief Compliance Officer | 25-50% | 2011 |
| Winifred Shih Sun Control | Founder And Managing Member | 50-75% | 2011 |
Sun Group Wealth Partners LLC reports $224.5 million in regulatory assets under management on its Form ADV.
Sun Group Wealth Partners LLC reports 7 employees.
Sun Group Wealth Partners LLC is based in Irvine, CA and has been SEC-registered since 2014.
Sun Group Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 17500 Red Hill Ave, Suite 140, Irvine, CA 92614 |
| Phone | 949-625-6800 |
| Fax | 949-777-5077 |
| Office hours | 7:30a.m.-4:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $224.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $224.5M |