SUNRISE WEALTH MANAGEMENT, LLC

SUNRISE WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 159409). Regulatory assets under management: $9.6M.

Registration

• CRD: 159409
• Type: Registered investment adviser
• Phone: 813-786-4632
• Latest filing: 2026-04-14
• Regulatory AUM: $9.6M
• Discretionary AUM: $9.6M
• Clients: 1
• Accounts: 20

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 159409 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search