$23.7M Total AUM
$19.5M Disc. AUM
-- 3Y CAGR
1 Employees
67 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-22-2002
- Office Locations
- 1
Office Locations
5151 E Broadway Blvd Suite 1600 Tucson AZ
About Sunrise Wealth Management, LLC
Sunrise Wealth Management, LLC is a Tucson-based, fee-based advisor providing net worth and investment management alongside retirement income, tax, and estate planning, coordinating with clients’ attorneys and accountants. Led by owner Nicholas Healy (CFA, CFP®, EA) with 30 years in financial services, the firm builds asset-allocation portfolios with a heavy ETF mix and primarily custodying at Charles Schwab.
Team overview
50 AVG AGE
$23.7M AVG AUM / ADVISOR
$354.3K AVG AUM / CLIENT
13 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
NICHOLAS M HEALY
Managing Member, Owner
- CRD
- #3229901
- Ownership
- 75% or more
Available
Available
Available
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SAMUEL MICHAEL BLUM
Financial Advisor, President
- CRD
- #6379219
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,540,000 | -- |
| Non-Discretionary | $4,200,000 | -- |
| Total | $23,740,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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