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RIA · CRD 333496

Updated:

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.

Overview

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

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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