SULLIVAN RETIREMENT RESOURCES, LLC

SULLIVAN RETIREMENT RESOURCES, LLC of WRENTHAM, MA is an SEC-registered investment adviser (CRD 293997). Regulatory assets under management: $16.8M.

Registration

• CRD: 293997
• Type: Registered investment adviser
• Location: 850 FRANKLIN STREET, WRENTHAM, MA, 02093
• Phone: 774-847-9949
• Latest filing: 2026-07-13
• Regulatory AUM: $16.8M
• Discretionary AUM: $16.8M
• Clients: 2
• Accounts: 46

Business model

Compensation: % of AUM, Other.

Clients served: Individuals, High net worth, Charities, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 293997 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search