$9.6M Total AUM
$9.6M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
14 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-22-2012
- Office Locations
- 1
Office Locations
-- Riverview FL
About Sunrise Wealth Management, LLC
Sunrise Wealth Management, LLC provides sophisticated, fee-based net worth and investment management for individuals, pairing portfolio management with retirement income, tax, and estate planning in coordination with clients’ attorneys and accountants. The firm is owner-led by Nicholas Healy, CFA, CFP®, EA, with 30 years of financial services experience, and its managed portfolios are predominantly ETF-based.
Team overview
58 AVG AGE
$9.6M AVG AUM / ADVISOR
$802.0K AVG AUM / CLIENT
14.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
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Investment Themes
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Technology
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Owner & Executives
D
DUANE EATHERLY
Principal
- CRD
- #2837702
- Ownership
- 75% or more
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Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,624,487 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,624,487 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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