Sun Group Wealth Partners is an organization founded on the principle that successfully building and preserving wealth takes sound foresight and innovative thinking. With more than 25 years of combined experience, the knowledgeable team at Sun Group is passionate about pursuing excellence and developing long-lasting relationships with clients based on integrity, objectivity and trust. We specialize in serving the unique financial needs of small business owners, celebrities, executives and established families. By offering a wide range of services, including investment management, wealth management, retirement planning, business succession strategies, estate planning and charitable giving strategies, we instill confidence that our clients’ complete financial picture will align with their goals and aspirations for the future. Securities offered through LPL Financial, Member SIPC-www.sipc.org.
View Top Employees from Sun Group Wealth PartnersWebsite | http://www.sungroupwp.com |
Revenue | $9 million |
Employees | 8 (7 on RocketReach) |
Address | 17500 Red Hill Ave STE 140, Irvine, California 92614, US |
Phone | (949) 625-6800 |
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Industry | Financial Services, Finance General, Finance |
Web Rank | 22 Million |
Keywords | Winnie Sun, Teen Budgeting Worksheet, Banner Millennial |
Competitors | Attentive Investments, LLC, JBG Wealth Management, Lifetime Wealth Advisors, Selkirk Wealth Advisors, LLC, Waterstone Private Wealth Management |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies |
Looking for a particular Sun Group Wealth Partners employee's phone or email?
The Sun Group Wealth Partners annual revenue was $9 million in 2024.
7 people are employed at Sun Group Wealth Partners.
Sun Group Wealth Partners is based in Irvine, California.
The NAICS codes for Sun Group Wealth Partners are [5239, 52, 52393, 523].
The SIC codes for Sun Group Wealth Partners are [628, 62].