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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-13-2013
- Office Locations
- 1
Office Locations
About Sunquest Wealth Management, LLC
SunQuest Wealth Management is a Pennsylvania-based, founder-led RIA (Paul Po-Wen Sun) providing financial guidance and portfolio construction focused on protecting and growing client wealth. The practice emphasizes asset allocation and risk management, using ETFs and fixed income, and supports planning needs such as estate and charitable strategies plus insurance coordination. Custody is primarily through Fidelity/NFS.
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PAUL PO-WEN SUN
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #2923504
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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