Sun Group Wealth Partners LLC logo

Sun Group Wealth Partners LLC

Updated today

Total assets under management

$224,450,529

Total clients

341

45% high-net worth

Total advisors

3

of 7 employees

Firm size

Supported

1-3 advisors or $200M+ in AUM

Average clients per advisor

114

Average account size

$658,213

About

Sun Group Wealth Partners is a full-service wealth management firm that serves high-net-worth and individual clients including wealthy families, business owners, corporate executives, members of the Hollywood community, and nonprofit organizations. The firm provides financial planning and consulting, investment management, charitable giving advice and pension consulting, and offers both discretionary portfolio management and access to LPL-sponsored advisory programs.

The firm describes an investment process that uses a mix of fundamental, technical and cyclical analysis and employs long-term, short-term and trading strategies; it also discloses the use of option writing as part of its investment toolkit while generally holding client cash in money market and other short-term instruments. Sun Group routinely implements client strategies through LPL platforms—including Separately Managed Accounts (MAS), Model Wealth Portfolios, and the algorithm-driven Guided Wealth Portfolios—while allowing clients to place reasonable restrictions on holdings.

Compared with many peers, Sun Group discloses several features that are less common: it sponsors a wrap-fee program, offers newsletters and educational seminars, and includes derivatives strategies such as option writing in its approach. Its advisers are also registered representatives of LPL and licensed as insurance agents/brokers, a dual affiliation the brochure notes and discloses as a potential source of commission- and insurance-related conflicts of interest.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Charitable giving & philanthropy Business ownership considerations

Occupation focus

Founder/Business Owner Executive Retired Entertainment Industry

Demographic focus

Mid-Career Professionals

Fee options

Fixed

Financial Planning & Consulting: $2,000 to $5,000; Pension Consulting flat fees $2,000 to $5,000.

Percentage

$0+: up to 1.00% (pension consulting ongoing monitoring and management) $5,000+: up to 1.35% (Guided Wealth Portfolios Program) $25,000+: varies by portfolio, minimum for Model Wealth Portfolios Program $50,000+: up to 3.00% (Manager Access Select)

Commissions

Commissionable securities sales through LPL Financial registered representatives; commissions and trail fees.

Project-based

Financial Planning & Consulting: $350/hour; Pension Consulting: $350/hour for one-time engagements.

Other

Fee-only: Financial Planning & Consulting: $350/hour; Flat fees generally $2,000-$5,000; Pension Consulting hourly $350, flat fees $2,000-$5,000.

Main office location

Sun Group Wealth Partners LLC

17500 Red Hill Ave, Suite 140

Irvine CA 92614, United States

Number of offices

1

Most active in

Arizona · California · Nevada · New Hampshire · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")