S
Sunrise Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$6,764,535
Total clients
12
67% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
12
Average account size
$563,711
About
Sunrise Wealth Management provides discretionary portfolio management and one-time financial planning primarily for individual and high-net-worth clients. The firm manages roughly $6.8 million across a small number of client accounts and implements individualized Investment Policy Statements to guide portfolio construction.
The firm’s investment approach is built around three in‑house model portfolios (Sunrise Capital Growth, Sunrise Diversified Growth, and Sunrise Diversified Income) that are continuously revised and applied pro rata across linked accounts. Research combines fundamental, technical, and cyclical analysis, and the adviser uses both long‑ and short‑term trading strategies while exercising discretionary trading authority through an independent custodian.
Noteworthy features include a $50,000 standard account minimum that may be waived, a policy requiring clients to use the firm’s recommended custodian rather than permitting directed brokerage, and in‑house management of all assets rather than selecting third‑party managers. The firm aggregates block trades for execution, provides regular custodian reporting, and discloses procedures for documenting and prioritizing client transactions when personal trading overlaps with client trades.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Retirement income strategy
Concentrated stock management
Fee options
$1 - $25,000: 2.00% $25,001 - $50,000: 1.75% $50,001 - $100,000: 1.50% $100,001 - $500,000: 1.25% Above $500,000+: 1.00%
Account minimum: $50,000
Main office location
Sunrise Wealth Management, LLC
Riverview FL, United States
Number of offices
1
Most active in
Sunrise Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Florida
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:
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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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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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