SUN FINANCIAL, INC.
Legal name: PRESIDIO WEALTH MANAGEMENT
CRD #333404 SEC #801-131464 MIDVALE, UT 801-290-3201
SEC Registered
Total AUM
$175.5M
Discretionary
$175.5M
Employees
5
Clients
11
Accounts
844
Firm Details
- Organization Type
- Corporation
- State of Formation
- Utah
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 9, 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 |
|---|---|---|---|---|
| CHRISTIANSEN, CONNIE, HALVERSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHRISTIANSEN, CONNIE, HALVERSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHRISTIANSEN, CONNIE, HALVERSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHRISTIANSEN, CONNIE, HALVERSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHRISTIANSEN, CONNIE, HALVERSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHRISTIANSEN, CONNIE, HALVERSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHRISTIANSEN, SHANE, PARKER | I | MANAGING MEMBER, PRESIDENT | E | Control |
| CHRISTIANSEN, SHANE, PARKER | I | MANAGING MEMBER, PRESIDENT | E | Control |
| CHRISTIANSEN, SHANE, PARKER | I | MANAGING MEMBER, PRESIDENT | E | Control |
| CHRISTIANSEN, SHANE, PARKER | I | MANAGING MEMBER, PRESIDENT | E | Control |
| CHRISTIANSEN, SHANE, PARKER | I | CEO | E | Control |
| CHRISTIANSEN, SHANE, PARKER | I | CEO | E | Control |
Registrations
Federal
IA
Sep 9, 2025 REGISTERED
Notice Filings (6)
AZ CA CO ID TX UT
Address
6967 SOUTH RIVER GATE DRIVESUITE 102
MIDVALE, UT 84047
United States
Phone: 801-290-3201