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, individual-owned RIA organized as an LLC that focuses on advising individuals and families. The firm offers financial planning and portfolio management for individuals and small businesses and charges clients via a mix of assets-under-management fees, hourly billing, and fixed fees. Sunrise reports that it is not an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.
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