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

Clients

Accounts

533

Firm Details

Organization Type: Limited Liability Company
State of Formation: California
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Jan 23, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
SUN, WINIFRED, SHIH	I	FOUNDER AND MANAGING DIRECTOR	E	Control
SUN, WINIFRED, SHIH	I	FOUNDER AND MANAGING MEMBER	E	Control
SUN, WINIFRED, SHIH	I	FOUNDER AND MANAGING DIRECTOR	E	Control
SUN, WINIFRED, SHIH	I	FOUNDER AND MANAGING MEMBER	E	Control
SUN, WINIFRED, SHIH	I	FOUNDER AND MANAGING MEMBER	E	Control
SUN, WINIFRED, SHIH	I	FOUNDER AND MANAGING DIRECTOR	E	Control
SUN, WINIFRED, SHIH	I	FOUNDER AND MANAGING MEMBER	E	Control
SUN, WINIFRED, SHIH	I	FOUNDER AND MANAGING MEMBER	E	Control
SUN, WINIFRED, SHIH	I	FOUNDER AND MANAGING MEMBER	E	Control
SUN, WINIFRED, SHIH	I	FOUNDER AND MANAGING MEMBER	E	Control
SUN, WINIFRED, SHIH	I	FOUNDER AND MANAGING DIRECTOR	E	Control
SUN, WINIFRED, SHIH	I	FOUNDER AND MANAGING DIRECTOR	E	Control
SUN, WINIFRED, SHIH	I	FOUNDER AND MANAGING MEMBER	E	Control
SUN, WINIFRED, SHIH	I	FOUNDER AND MANAGING MEMBER	E	Control
SUN, WINIFRED, SHIH	I	FOUNDER AND MANAGING MEMBER	E	Control
SUN, WINIFRED, SHIH	I	FOUNDER AND MANAGING MEMBER	E	Control
SUN, WINIFRED, SHIH	I	FOUNDER AND MANAGING MEMBER	E	Control
SUN, WINIFRED, SHIH	I	FOUNDER AND MANAGING MEMBER	E	Control
SUN, WINIFRED, SHIH	I	FOUNDER AND MANAGING MEMBER	E	Control
SUN, WINIFRED, SHIH	I	FOUNDER AND MANAGING MEMBER	E	Control
SUN, WINIFRED, SHIH	I	FOUNDER AND MANAGING MEMBER	E	Control
SUN, WINIFRED, SHIH	I	FOUNDER AND MANAGING MEMBER	E	Control
SUN, WINIFRED, SHIH	I	FOUNDER AND MANAGING MEMBER	D	Control
SUN, WINIFRED, SHIH	I	FOUNDER AND MANAGING MEMBER	D	Control
SUN, WINIFRED, SHIH	I	FOUNDER AND MANAGING MEMBER	D	Control
SUN, WINIFRED, SHIH	I	FOUNDER AND MANAGING MEMBER	D	Control
SUN, WINIFRED, SHIH	I	FOUNDER AND MANAGING MEMBER	D	Control
SUN, WINIFRED, SHIH	I	FOUNDER AND MANAGING MEMBER	D	Control
SUN, WINIFRED, SHIH	I	FOUNDER AND MANAGING MEMBER	D	Control
SUN, WINIFRED, SHIH	I	FOUNDER AND MANAGING MEMBER	D	Control
SUN, WINIFRED, SHIH	I	FOUNDER AND MANAGING MEMBER	D	Control
SUN, WINIFRED, SHIH	I	FOUNDER AND MANAGING MEMBER	D	Control
SUN, WINIFRED, SHIH	I	FOUNDER AND MANAGING MEMBER	D	Control
CHANG, BRANDON, JOON	I	CO-FOUNDER, MEMBER, AND CHIEF COMPLIANCE OFFICER	C	Control
CHANG, BRANDON, JOON	I	CO-FOUNDER, MANAGING MEMBER, AND CHIEF COMPLIANCE OFFICER	C	Control
CHANG, BRANDON, JOON	I	CO-FOUNDER, MEMBER, AND CHIEF COMPLIANCE OFFICER	C	Control
CHANG, BRANDON, JOON	I	CO-FOUNDER, MANAGING MEMBER, AND CHIEF COMPLIANCE OFFICER	C	Control
CHANG, BRANDON, JOON	I	CO-FOUNDER, MANAGING MEMBER, AND CHIEF COMPLIANCE OFFICER	C	Control
CHANG, BRANDON, JOON	I	CO-FOUNDER, MEMBER, AND CHIEF COMPLIANCE OFFICER	C	Control
CHANG, BRANDON, JOON	I	CO-FOUNDER, MANAGING MEMBER, AND CHIEF COMPLIANCE OFFICER	C	Control
CHANG, BRANDON, JOON	I	CO-FOUNDER, MANAGING MEMBER, AND CHIEF COMPLIANCE OFFICER	C	Control
CHANG, BRANDON, JOON	I	CO-FOUNDER, MANAGING MEMBER, AND CHIEF COMPLIANCE OFFICER	C	Control
CHANG, BRANDON, JOON	I	CO-FOUNDER, MANAGING MEMBER, AND CHIEF COMPLIANCE OFFICER	C	Control
CHANG, BRANDON, JOON	I	CO-FOUNDER, MEMBER, AND CHIEF COMPLIANCE OFFICER	C	Control
CHANG, BRANDON, JOON	I	CO-FOUNDER, MEMBER, AND CHIEF COMPLIANCE OFFICER	C	Control
CHANG, BRANDON, JOON	I	CO-FOUNDER, MANAGING MEMBER, AND CHIEF COMPLIANCE OFFICER	C	Control
CHANG, BRANDON, JOON	I	CO-FOUNDER, MANAGING MEMBER, AND CHIEF COMPLIANCE OFFICER	C	Control
CHANG, BRANDON, JOON	I	CO-FOUNDER, MANAGING MEMBER, AND CHIEF COMPLIANCE OFFICER	C	Control
CHANG, BRANDON, JOON	I	CO-FOUNDER, MANAGING MEMBER, AND CHIEF COMPLIANCE OFFICER	C	Control
CHANG, BRANDON, JOON	I	CO-FOUNDER, MANAGING MEMBER, AND CHIEF COMPLIANCE OFFICER	C	Control
CHANG, BRANDON, JOON	I	CO-FOUNDER, MANAGING MEMBER, AND CHIEF COMPLIANCE OFFICER	C	Control
CHANG, BRANDON, JOON	I	CO-FOUNDER, MANAGING MEMBER, AND CHIEF COMPLIANCE OFFICER	C	Control
CHANG, BRANDON, JOON	I	CO-FOUNDER, MANAGING MEMBER, AND CHIEF COMPLIANCE OFFICER	C	Control
CHANG, BRANDON, JOON	I	CO-FOUNDER, MANAGING MEMBER, AND CHIEF COMPLIANCE OFFICER	C	Control
CHANG, BRANDON, JOON	I	CO-FOUNDER, MANAGING MEMBER, AND CHIEF COMPLIANCE OFFICER	C	Control
CHANG, BRANDON, JOON	I	CO-FOUNDER, MANAGING MEMBER, AND CHIEF COMPLIANCE OFFICER	C	Control
CHANG, BRANDON, JOON	I	CO-FOUNDER, MANAGING MEMBER, AND CHIEF COMPLIANCE OFFICER	C	Control
CHANG, BRANDON, JOON	I	CO-FOUNDER, MANAGING MEMBER, AND CHIEF COMPLIANCE OFFICER	C	Control
CHANG, BRANDON, JOON	I	CO-FOUNDER, MANAGING MEMBER, AND CHIEF COMPLIANCE OFFICER	C	Control
CHANG, BRANDON, JOON	I	CO-FOUNDER, MANAGING MEMBER, AND CHIEF COMPLIANCE OFFICER	C	Control
CHANG, BRANDON, JOON	I	CO-FOUNDER, MANAGING MEMBER, AND CHIEF COMPLIANCE OFFICER	C	Control
CHANG, BRANDON, JOON	I	CO-FOUNDER, MANAGING MEMBER, AND CHIEF COMPLIANCE OFFICER	C	Control
CHANG, BRANDON, JOON	I	CO-FOUNDER, MANAGING MEMBER, AND CHIEF COMPLIANCE OFFICER	C	Control
CHANG, BRANDON, JOON	I	CO-FOUNDER, MANAGING MEMBER, AND CHIEF COMPLIANCE OFFICER	C	Control
CHANG, BRANDON, JOON	I	CO-FOUNDER, MANAGING MEMBER, AND CHIEF COMPLIANCE OFFICER	C	Control
CHANG, BRANDON, JOON	I	CO-FOUNDER, MANAGING MEMBER, AND CHIEF COMPLIANCE OFFICER	C	Control

Registrations

Federal

Jan 23, 2025 REGISTERED

Notice Filings (6)

AZ CA LA NH NV TX

Address

17500 RED HILL AVE
SUITE 140
IRVINE, CA 92614
United States

Phone: 949-625-6800