SULLIVAN DUNN WEALTH MANAGEMENT

SULLIVAN DUNN WEALTH MANAGEMENT of OKEMOS, MI is an SEC-registered investment adviser (CRD 333496). Regulatory assets under management: $9.8M.

Registration

• CRD: 333496
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333496 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search