SUNRISE WEALTH MANAGEMENT, LLC

SUNRISE WEALTH MANAGEMENT, LLC of TUCSON, AZ is an SEC-registered investment adviser (CRD 120385). Regulatory assets under management: $23.7M.

Registration

• CRD: 120385
• Type: Registered investment adviser
• Location: 5151 E BROADWAY BLVD, TUCSON, AZ, 85711
• Phone: 520-399-7477
• Latest filing: 2022-08-26
• Regulatory AUM: $23.7M
• Discretionary AUM: $19.5M
• Non-discretionary AUM: $4.2M
• Clients: 1
• Accounts: 97

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 120385 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search