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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-16-2022
- Office Locations
- 3
Office Locations
About Sundial Wealth LLC
Sundial Wealth partners with founders/entrepreneurs and value-aligned families, delivering bespoke wealth planning and portfolio management built around custom capital plans and long-term structures. The firm emphasizes rigorous underwriting, disciplined execution, and white-glove client support with a capital-preservation mindset. Investment implementation includes alternative/private fund exposure alongside ETFs, with custody through Charles Schwab.
Team overview
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Accredited Investors
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
PAUL GREGORY BABIJ
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Manager
- CRD
- #2655181
- Ownership
- Less than 5%
ANDREW JAMES HILL
Manager
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
PAUL GREGORY BABIJ
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Manager
- CRD
- #2655181
Andy Hill
Founder & CEO
- CRD
- --
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $125,789,000 | $1,113,177 |
| Non-Discretionary | $0 | -- |
| Total | $125,789,000 | $1,113,177 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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