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
Similar firms
J. B. Bryan Financial Group, Inc.
RIARichmond, VA
Pulse Financial Planning
RIAIgnite Financial LLC
RIACallaway Financial Services
RIAArlington, TX
Komich Capital Advisors
RIARonkonkoma, NY
Patriot Advisory Group
RIAPortsmouth, NH