SUNRISE WEALTH MANAGEMENT, LLC

Overview

Sunrise Wealth Management, LLC is an independent registered investment advisor that focuses on providing financial planning services and portfolio management for individuals and small businesses. The firm operates as a limited liability company and caters primarily to individual and family clients. Its fee structure includes a percentage of assets under management, hourly charges, and fixed fees, allowing for flexibility in how clients are billed for services. The firm does not actively pursue ESG investments and is not classified as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices