# SUNLIGHT PEAKS FINANCIAL PARTNERS, LLC

SUNLIGHT PEAKS FINANCIAL PARTNERS, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 315251
- Type: SEC-registered investment adviser
- SEC file number: 801-121694
- Phone: 8662100158 X 1
- Latest filing: 2026-05-29
- Clients: 3

## Business model

- Compensation: Fixed
- Clients served: Individuals, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| MENDOZA MELANIE HOPE | CHIEF COMPLIANCE OFFICER | — |
| BERITELA SAM A | CCO AND CIO; CHIEF COMPLIANCE OFFICER; CIO | — |
| PARSON RYAN DOUGLAS | OWNER; PRESIDENT AND CEO | — |
| Katz Ellen Sachs | COO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/315251/brochure
- Similar advisers: https://search.stillhousedata.com/firm/315251/similar
- Related entities: https://search.stillhousedata.com/firm/315251/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/315251

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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.