Sun Valley Advisory

Overview

Sun Valley Advisory LLC is an Arizona-registered, privately owned wealth manager that operates as a non-independent retail RIA. The firm primarily serves individual and family clients and charges fees based on a percentage of assets under management. Its advisory offering centers on portfolio management for individuals/small businesses and for businesses or institutions, and it also performs selection of other advisers, acting in a capital allocator capacity when it places client capital with third-party managers. The firm does not identify as an active ESG investor and is not positioned as a multi-state adviser. An industry affiliation with an insurance company is noted, which aligns with the firm’s use of annuities among its investment options.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices