$2.9M Total AUM
$2.9M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
42 yrs Firm Age
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- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-01-1984
- Office Locations
- 1
Office Locations
-- Cottonwood AZ
About Sundance Wealth Management
Sundance Wealth Management is an Arizona-based RIA serving those nearing retirement, retirees and high-net-worth individuals, with an emphasis on professionals, women and their families. The firm provides in-depth financial planning and personalized portfolio management, with ETF-heavy portfolios. Clients use a secure online portal for on-demand reporting and a holistic view of their finances, supported by a virtual office.
Team overview
-- AVG AGE
$2.9M AVG AUM / ADVISOR
$362.5K AVG AUM / CLIENT
42.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
42yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Services
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Technology
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Owner & Executives
JOHN ROBERT DEPASQUALE
Owner
- CRD
- --
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,900,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,900,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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