# SUN GROUP WEALTH PARTNERS LLC

SUN GROUP WEALTH PARTNERS LLC of IRVINE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 166372
- Type: SEC-registered investment adviser
- SEC file number: 801-79233
- Location: 17500 RED HILL AVE, SUITE 140, IRVINE, CA, 92614
- Phone: 949-625-6800
- Latest filing: 2026-05-21
- Regulatory AUM: $224.5M
- Discretionary AUM: $224.5M
- Clients: 7
- Accounts: 589

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities, Corporations

## Officers, owners & control persons (4)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/166372/brochure
- Similar advisers: https://search.stillhousedata.com/firm/166372/similar
- Related entities: https://search.stillhousedata.com/firm/166372/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/166372

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.