SUN GROUP WEALTH PARTNERS LLC

CRD 166372File 801-79233

APPROVED

Retail clients

Filing as of May 21, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$224.5M

Below cohort median (national)

Discretionary AUM

$224.5M

Clients

353

589 accounts

Employees

Below cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Feb 28, 2014
Principal office: 17500 RED HILL AVE, SUITE 140, IRVINE, CA, 92614
Phone: 949-625-6800
Website: HTTP://WWW.SUNGROUPWP.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $224.5M
Discretionary AUM: $224.5M
Non-discretionary AUM: $0
Discretionary accounts: 589
Non-discretionary accounts: 0
Total accounts: 589
AUM per client: $636K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$1.3M
High net worth individuals	153	$175.1M
Pension and profit sharing plans	10	$11.8M
Individuals (other than high net worth individuals)	188	$36.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Publications
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.