Sunnybranch Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$30,758,405
Clients
27
70% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
27
TypicalAverage account size
$1,139,200
About
Sunnybranch Wealth LLC provides fee-only advisory services to individual clients, including high net worth households, offering wealth management, investment management, and financial planning as well as educational workshops and seminars for individuals and organizations. Wealth management is structured for clients with at least $3,000,000 of investable assets while investment management and standalone planning are available for those below that threshold.
The firm is fee-only and typically charges percentage-of-assets fees; it tailors strategies through a structured data-gathering process and implements asset allocation grounded in Modern Portfolio Theory, combining passive and active funds and accommodating ESG or values-based preferences on request. Accounts are generally managed on a discretionary basis with at least quarterly reviews and rebalancing, and the firm may recommend or coordinate with third-party Outside Managers for portions of client portfolios.
Noteworthy distinctions include the addition of educational workshops and seminars as a formal service line and an explicit focus on philanthropic advising, intergenerational wealth transfer, and family governance, supported by advanced philanthropic credentials. The firm provides ongoing financial planning at no additional charge for wealth management clients and discloses an affiliated philanthropic advisory entity that clients may engage for additional compensation, a relationship the firm highlights for transparency.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Business ownership considerations
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Executive
Demographic focus
Mid-Career Professionals
Fee options
Financial Planning Services fixed fee typically ranges from $5,000 to $15,000 per year; Wealth Management Services fixed fee typically ranges from $10,000 to $30,000 per year; Educational Workshops and Seminars fees typically range from $0 to $1,000 per event or participant
$0 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.70% $10,000,001 - $20,000,000: 0.55% $20,000,001+: Negotiable
Financial Planning Services hourly fee typically $500 per hour
Account minimum: $3,000,000 Fee-only: Wealth Management Services fixed fee typically ranges from $10,000 to $30,000 per year; Financial Planning Services fixed fee typically ranges from $5,000 to $15,000 per year; Financial Planning hourly fee typically $500 per hour; Educational Workshops and Seminars fees typically range from $0 to $1,000 per event or participant
Main office location
Sunnybranch Wealth LLC
Portland OR, United States
Number of offices
2
Most active in
Sunnybranch Wealth LLC has reported serving >5 clients in these states in the last 12 months.
California · Oregon · Texas · Washington
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 not active or affiliated with:
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
-
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
Quick links
LinkedIn
Facebook
Instagram
Website
(503) 214-2281
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