$3.5M Total AUM
$3.5M Disc. AUM
-- 3Y CAGR
2 Employees
30 ADV. Clients
1 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-18-2025
- Office Locations
- 2
Office Locations
350 East Center Street #10 Provo UT
7848 W Sahara AVE, LAS Vegas NV
About Sunset Retirement Advisors LLC
Sunset Retirement Advisors LLC is a Provo-based RIA with 2 offices. The firm has been operating for 1 years. Managing $3.5M in total assets under management, with 2 advisory representatives.
Team overview
29 AVG AGE
$1.7M AVG AUM / ADVISOR
$115.6K AVG AUM / CLIENT
0.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Trent Heber Colledge
Chief Compliance Officer
- CRD
- #7056070
- Ownership
- Less than 5%
Available
Available
Available
TYLER LEE HUNT
Chief Compliance Officer
- CRD
- #6192405
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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J
Joshua Adam Mclain
--
- CRD
- #8277181
Available
Available
Available
R
Robert Andrew Nelson
--
- CRD
- #7519629
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,468,473 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,468,473 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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