Sunnybranch Wealth LLC

Overview

Sunnybranch Wealth LLC is an independent registered investment advisor organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients with a mix of wealth management and planning services. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and educational seminars and workshops. Billing is flexible across percentage‑of‑AUM, hourly, and fixed‑fee arrangements. The firm self-identifies as a capital allocator and reports being an active ESG investor, suggesting environmental, social, and governance factors play a role in manager selection and portfolio construction. Sunnybranch appears to use outside managers rather than only in‑house strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices