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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 21, 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 |
|---|---|---|---|---|
| BABIJ, PAUL, GREGORY | I | MANAGER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER | NA | Control |
| HILL, ANDREW, JAMES | I | MANAGER | NA | Control |
| SPECULARE B LLC | DE | MEMBER | D | Control |
| TRUE NORTH CAPITAL, LLC | DE | MEMBER | D | Control |
Registrations
Federal
IA
Nov 21, 2025 REGISTERED
Notice Filings (2)
FL TX
Address
3200 NORTH FEDERAL HIGHWAYSUITE 228
BOCA RATON, FL 33431
United States
Phone: 561-302-4371