SUN GROUP WEALTH PARTNERS LLC
CRD #166372 SEC #801-79233 IRVINE, CA 949-625-6800
SEC Registered
Total AUM
$178.9M
Discretionary
$178.9M
Employees
8
Clients
0
Accounts
533
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $178.9M | $178.9M | $0 | 8 | 0 |
| Feb 2024 | $152.7M | $142.4M | $10.2M | 8 | 0 |
| Aug 2023 | $118.4M | $109M | $9.5M | 8 | 0 |
| Mar 2023 | $118.4M | $109M | $9.5M | 8 | 0 |
| Mar 2022 | $138.6M | $120.6M | $17.9M | 9 | 0 |
| Feb 2021 | $125.1M | $115.2M | $9.9M | 9 | 0 |
| Feb 2021 | $125.1M | $115.2M | $9.9M | 9 | 0 |
| Sep 2020 | $105M | $90M | $15M | 9 | 0 |
| May 2020 | $94.2M | $74.2M | $20M | 9 | 0 |
| May 2020 | $94.2M | $74.2M | $20M | 9 | 0 |
| Jan 2020 | $94.2M | $74.2M | $20M | 9 | 0 |
| Jan 2019 | $158.2M | $76.7M | $81.5M | 9 | 0 |
| Nov 2018 | $177.7M | $81.6M | $96.1M | 9 | 0 |
| Apr 2018 | $177.7M | $81.6M | $96.1M | 9 | 0 |
| Apr 2018 | $177.7M | $81.6M | $96.1M | 9 | 0 |
| Feb 2018 | $177.7M | $81.6M | $96.1M | 9 | 0 |
| Mar 2017 | $150.5M | $55.3M | $95.3M | 10 | 130 |
| Feb 2017 | $150.5M | $55.3M | $95.3M | 10 | 130 |
| Mar 2016 | $139.3M | $39.5M | $99.8M | 11 | 130 |
| Mar 2015 | $138.9M | $31.5M | $107.4M | 7 | 150 |
| Dec 2014 | $130.1M | $23.2M | $106.9M | 4 | 100 |
| Mar 2014 | $130.1M | $23.2M | $106.9M | 4 | 100 |
| Feb 2014 | $130.1M | $23.2M | $106.9M | 4 | 100 |
| Jul 2013 | $0 | $0 | $0 | 5 | 0 |
| Jul 2013 | $0 | $0 | $0 | 5 | 0 |
| Jun 2013 | $0 | $0 | $0 | 5 | 0 |
| May 2013 | $0 | $0 | $0 | 5 | 0 |
| Apr 2013 | $0 | $0 | $0 | 5 | 0 |
| Mar 2013 | $0 | $0 | $0 | 3 | 0 |
| Feb 2013 | $0 | $0 | $0 | 3 | 0 |
| Dec 2012 | $0 | $0 | $0 | 3 | 0 |
DateJan 2025
Total AUM$178.9M
Discretionary$178.9M
Non-Disc.$0
Employees8
Clients0
DateFeb 2024
Total AUM$152.7M
Discretionary$142.4M
Non-Disc.$10.2M
Employees8
Clients0
DateAug 2023
Total AUM$118.4M
Discretionary$109M
Non-Disc.$9.5M
Employees8
Clients0
DateMar 2023
Total AUM$118.4M
Discretionary$109M
Non-Disc.$9.5M
Employees8
Clients0
DateMar 2022
Total AUM$138.6M
Discretionary$120.6M
Non-Disc.$17.9M
Employees9
Clients0
DateFeb 2021
Total AUM$125.1M
Discretionary$115.2M
Non-Disc.$9.9M
Employees9
Clients0
DateFeb 2021
Total AUM$125.1M
Discretionary$115.2M
Non-Disc.$9.9M
Employees9
Clients0
DateSep 2020
Total AUM$105M
Discretionary$90M
Non-Disc.$15M
Employees9
Clients0
DateMay 2020
Total AUM$94.2M
Discretionary$74.2M
Non-Disc.$20M
Employees9
Clients0
DateMay 2020
Total AUM$94.2M
Discretionary$74.2M
Non-Disc.$20M
Employees9
Clients0
DateJan 2020
Total AUM$94.2M
Discretionary$74.2M
Non-Disc.$20M
Employees9
Clients0
DateJan 2019
Total AUM$158.2M
Discretionary$76.7M
Non-Disc.$81.5M
Employees9
Clients0
DateNov 2018
Total AUM$177.7M
Discretionary$81.6M
Non-Disc.$96.1M
Employees9
Clients0
DateApr 2018
Total AUM$177.7M
Discretionary$81.6M
Non-Disc.$96.1M
Employees9
Clients0
DateApr 2018
Total AUM$177.7M
Discretionary$81.6M
Non-Disc.$96.1M
Employees9
Clients0
DateFeb 2018
Total AUM$177.7M
Discretionary$81.6M
Non-Disc.$96.1M
Employees9
Clients0
DateMar 2017
Total AUM$150.5M
Discretionary$55.3M
Non-Disc.$95.3M
Employees10
Clients130
DateFeb 2017
Total AUM$150.5M
Discretionary$55.3M
Non-Disc.$95.3M
Employees10
Clients130
DateMar 2016
Total AUM$139.3M
Discretionary$39.5M
Non-Disc.$99.8M
Employees11
Clients130
DateMar 2015
Total AUM$138.9M
Discretionary$31.5M
Non-Disc.$107.4M
Employees7
Clients150
DateDec 2014
Total AUM$130.1M
Discretionary$23.2M
Non-Disc.$106.9M
Employees4
Clients100
DateMar 2014
Total AUM$130.1M
Discretionary$23.2M
Non-Disc.$106.9M
Employees4
Clients100
DateFeb 2014
Total AUM$130.1M
Discretionary$23.2M
Non-Disc.$106.9M
Employees4
Clients100
DateJul 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJul 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJun 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMay 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateApr 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMar 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateFeb 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0