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Sullivan Dunn Wealth Management
SULLIVAN DUNN WEALTH MANAGEMENT is a state-registered investment adviser in OKEMOS, MI. The firm manages approximately $10 million in regulatory assets.
Sullivan Dunn Wealth Management
SULLIVAN DUNN WEALTH MANAGEMENT is a state-registered investment adviser in OKEMOS, MI. The firm manages approximately $10 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Sullivan Dunn Wealth Management?
Investment decision-making authority rests with the principals of the Sullivan and Dunn families, though no named individuals appear in public records. The firm does not maintain a website or LinkedIn presence listing its leadership team. This is common among single-family offices that operate without external investors or regulatory disclosure requirements.
Where does the Sullivan and Dunn family wealth originate?
The source of the underlying wealth has not been publicly disclosed in regulatory filings, press coverage, or corporate registries. Many single-family offices trace their capital to liquidity events in operating businesses, but no specific company or transaction has been linked to the Sullivan or Dunn families in accessible public records.
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