S
Sorunke Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Sorunke Wealth Advisors is a state-registered investment adviser that provides non-discretionary investment management and financial planning to retail and high-net-worth individuals and small businesses. The brochure reports the firm manages $0 in client assets (as of May 17, 2024) and it does not take custody or discretionary authority over client accounts.
The firm describes a holistic, client-profile-driven process that uses fundamental analysis for equity selection and U.S. and municipal treasury/credit issues and fixed-income ETFs for bond allocations, with recommendations delivered for client implementation through their chosen brokerages. SWA operates as a fee-only adviser and charges hourly, per-task flat fees, or monthly retainers rather than using percentage-of-assets-under-management fees.
Distinctive operational features noted in the brochure include the principal’s outside business activity as a licensed real estate agent and prior engineering experience, a stated preference for recommending retail brokerages (JP Morgan Chase Securities, Fidelity, M1 and Robinhood), and limited periodic account reviews that occur primarily during scheduled client meetings; combined with the non-AUM fee model and lack of trade aggregation, these practices differ from many firms classified as investment managers.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Tax-loss harvesting
Fee options
$6,995 flat rate for Personally-Tailored Portfolio/Detailed Financial Plan
$495 per hour
$4,995 per month retainer
Fee-only: Hourly rate: $495 per hour; Flat fee for detailed financial plan: $6,995; Retainer fee: $4,995 per month
Main office location
Sorunke Wealth Advisors
Davis CA, United States
Number of offices
1
Most active in
Sorunke Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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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
Quick links
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