Sunrise Wealth Management, LLC
RIASEC Registered
Total AUM
$9.6M
Discretionary
$9.6M
100% of AUM
Avg account
$481K
Accounts
20
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 159409
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI86.08%
- Individuals13.92%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Sunrise Wealth Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements are flexible and include asset-based fees, hourly billing, and fixed-fee engagements. Sunrise is not flagged as an active ESG investor, does not operate as a multi-state adviser, and does not act as a capital allocator to third-party managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities91%
- Cash & Cash Equivalents9%
Contacts
1 of 1Duane Eatherly
PrincipalCRD 2837702
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations