Sunquest Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 168567
- Website
- sunquestwm.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI62.83%
- Individuals37.17%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Sunquest Wealth Management, LLC is a small, privately owned advisory firm that manages wealth for individuals, families and small-business clients. The firm charges fees based on a percentage of assets under management and provides discretionary portfolio management for both individuals/small businesses and for business or institutional clients. It is not positioned as an active ESG investor, does not present itself as a multi-state adviser, and does not act as a capital allocator or pension consultant according to available filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- Investment Grade Corp Bonds20%
- Cash & Cash Equivalents10%
- US Government Bonds5%
- State & Local Bonds5%
Owners & executives
1 of 1
Paul Sun
President and Chief Investment StrategistCRD 2923504
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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