PPrivate Fund Data Log in Join · $37/mo

Winifred Shih Sun

Founder And Managing MemberSun Group Wealth Partners LLCCRD 4034080

About Winifred Shih Sun

Winifred Shih Sun is listed as Founder And Managing Member at Sun Group Wealth Partners LLC in Irvine, CA. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Sun Group Wealth Partners LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Winifred Shih Sun work?

Winifred Shih Sun is listed as Founder And Managing Member at Sun Group Wealth Partners LLC on SEC Form ADV.

How much of Sun Group Wealth Partners LLC does Winifred Shih Sun own?

Form ADV reports a beneficial ownership band of 50-75%.

Sun Group Wealth Partners LLC

TitleFounder And Managing Member
Ownership50-75%
Control personYes
Since2011