PRESIDIO WEALTH MANAGEMENT

Legal name: SUN FINANCIAL, INC.

CRD 333404File 801-131464

APPROVED

Retail clients

Custody

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$217.5M

Below cohort median (national)

Discretionary AUM

$206.7M

Non-discretionary $10.7M

Clients

380

903 accounts

Employees

Below cohort median in UT

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: DRO
Registration date: Nov 13, 2024
Principal office: 6967 SOUTH RIVER GATE DRIVE, SUITE 102, MIDVALE, UT, 84047
Phone: 801-290-3201
Website: https://www.facebook.com/presidiowealthmanagement

Assets & accounts

ADV Item 5F

Total regulatory AUM: $217.5M
Discretionary AUM: $206.7M
Non-discretionary AUM: $10.7M
Discretionary accounts: 860
Non-discretionary accounts: 43
Total accounts: 903
AUM per client: $572K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	57	$123.6M
Pension and profit sharing plans	1	$165K
Individuals (other than high net worth individuals)	322	$93.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

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

Custody

ADV Item 9

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