# SULLIVAN DUNN WEALTH MANAGEMENT

SULLIVAN DUNN WEALTH MANAGEMENT of OKEMOS, MI is an SEC-registered investment adviser.

## Registration

- CRD: 333496
- Type: SEC-registered investment adviser
- Location: 4660 MARSH ROAD, OKEMOS, MI, 48864
- Phone: 517-899-2247
- Latest filing: 2026-03-31
- Regulatory AUM: $9.8M
- Discretionary AUM: $9.8M
- Clients: 2
- Accounts: 24

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/333496/brochure
- Similar advisers: https://search.stillhousedata.com/firm/333496/similar
- Related entities: https://search.stillhousedata.com/firm/333496/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/333496

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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.