SULLIVAN DUNN WEALTH MANAGEMENT

Overview

Sullivan Dunn Wealth Management is an independent, individually owned registered investment adviser that serves individual and family clients. The firm operates with a fee model that blends a percentage of assets under management and fixed fees, and it provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Investment activity tilts toward publicly traded equities as the primary building block of client portfolios, while the firm also sources alternative opportunities—venture capital, private placements and real estate—through third‑party managers. Decision-making appears to be primarily discretionary: the firm reports its entire asset base as discretionary, which suggests portfolio managers implement allocations on clients’ behalf rather than only offering advice. Sullivan Dunn Wealth Management is not positioned as a broad capital allocator; instead it combines liquid public market exposures with selective private-market and insurance products to meet varied client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices