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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-15-2013
- Office Locations
- 2
Office Locations
About SUN Group Wealth Partners LLC
Sun Group Wealth Partners LLC is an Irvine, CA wealth management and financial planning firm serving business owners and entrepreneurs. The team provides investment planning, portfolio construction and asset management alongside tax planning, estate planning, retirement plan consulting, charitable giving and insurance planning. Portfolios emphasize ETFs, index funds, mutual funds and fixed income, including model wealth portfolios, with custody through LPL Financial.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
WINIFRED SHIH SUN
FOUNDER, Managing Member
- CRD
- #4034080
- Ownership
- 50% but less than 75%
BRANDON JOON CHANG
Chief Compliance Officer, Co-founder, Financial Advisor, General Partner, Managing Member
- CRD
- #4016977
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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BRIAN LINDSAY CHEW
Partner
- CRD
- #5115531
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $224,450,529 | $381,071 |
| Non-Discretionary | $0 | -- |
| Total | $224,450,529 | $381,071 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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