SUNNYBRANCH WEALTH LLC

SUNNYBRANCH WEALTH LLC is an SEC-registered investment adviser (CRD 323075). Regulatory assets under management: $30.8M.

Registration

• CRD: 323075
• Type: Registered investment adviser
• Phone: (503) 214-2281
• Latest filing: 2026-07-16
• Regulatory AUM: $30.8M
• Discretionary AUM: $30.8M
• Clients: 2
• Accounts: 51

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323075 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search