RIA Intelligence

SUNDIAL WEALTH LLC

CRD #321900 SEC #801-135014 BOCA RATON, FL 561-302-4371
SEC Registered Private Funds
Total AUM
$139M
Discretionary
$139M
Employees
3
Clients
0
Accounts
113

AUM Over Time

DateNov 2025
Total AUM$139M
Discretionary$139M
Non-Disc.$0
Employees3
Clients0