Sunglow Wealth Advisory LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$61,517,000
Total clients
62
47% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
31
Average account size
$992,210
About
Sunglow Wealth Advisory LLC is a fee-only investment adviser that manages about $61.5 million for roughly 62 clients with a two-advisor team. It provides discretionary portfolio management and advisory services to individuals (including high-net-worth clients), trusts, estates, privately held companies, and qualified retirement plans.
The firm favors a value-oriented, fundamental analysis approach with multi-year holding horizons and portfolio diversification, and it actively manages accounts primarily on a discretionary basis. In implementation it uses exchange-traded securities and ETFs and also employs exchange-traded option strategies (put-writing and call-writing) both to enhance income and, occasionally, for downside protection.
Sunglow is notable among peers for its affiliation with an accounting firm owned by the firm’s founder, which can lead to integrated tax and accounting advisory work alongside investment management. Its routine use of derivatives in separately managed accounts is also uncommon for similarly sized supported advisers, and the founder divides time between the accounting practice and the advisory business.
Client services
Expertise
Fee options
Fixed fee agreements generally used for clients subject to the minimum fee
Minimum fee: $3,500 minimum annual fee for portfolio management, supervision, and advisory services for related accounts Fee-only: Fee-only advisor; does not sell investment products for commission
Main office location
Sunglow Wealth Advisory LLC
2417 Lenora Church Rd
Snellville GA 30078, United States
Number of offices
1
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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