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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-12-2022
- Office Locations
- 2
Office Locations
About Sunnybranch Wealth LLC
Sunnybranch Wealth is a fee-only, fiduciary financial planning and investment advisory firm built for Gen X, Millennial, and Gen Z inheritors. Founder Katherine Stewart Fox (CFP) helps clients plan for and navigate inheritances and estate settlement, then steward and grow inherited wealth around values and charitable goals. The firm also publishes The Leaflet blog and Heir Necessities podcast; custody includes Charles Schwab.
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Investment Themes
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Owner & Executives
Katherine Stewart Fox
ADVISOR, Chief Compliance Officer, FOUNDER
- CRD
- #6912535
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Talia Rose Calhoun
--
- CRD
- #7566850
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,758,405 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,758,405 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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