SUNDIAL WEALTH LLC

SUNDIAL WEALTH LLC of DELRAY BEACH, FL is an SEC-registered investment adviser (CRD 321900). Regulatory assets under management: $125.8M.

Registration

• CRD: 321900
• SEC file number: 801-135014
• Type: Registered investment adviser
• Location: 904 SE 5TH AVENUE, DELRAY BEACH, FL, 33483
• Phone: 561-302-4371
• Latest filing: 2026-07-01
• Regulatory AUM: $125.8M
• Discretionary AUM: $125.8M
• Clients: 3
• Accounts: 113

Business model

Compensation: % of AUM, Hourly, Performance.

Clients served: Individuals, High net worth, Charities, Investment cos.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 321900 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search