SUN GROUP WEALTH PARTNERS LLC of IRVINE, CA is an SEC-registered investment adviser (CRD 166372). Regulatory assets under management: $224.5M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities, Corporations.
| Name | Role | Location |
|---|---|---|
| Winifred Shih Sun | FOUNDER AND MANAGING MEMBER | — |
| Brandon Joon Chang | CO-FOUNDER, MANAGING MEMBER, AND CHIEF COMPLIANCE OFFICER | — |
| SUN WINIFRED SHIH | FOUNDER AND MANAGING DIRECTOR; FOUNDER AND MANAGING MEMBER | — |
| CHANG BRANDON JOON | CO-FOUNDER, MANAGING MEMBER, AND CHIEF COMPLIANCE OFFICER; CO-FOUNDER, MEMBER, AND CHIEF COMPLIANCE OFFICER | — |