# Sullivan Dunn Wealth Management

Sullivan Dunn Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** sullivandunnwealth.com

## Regulatory record

- **CRD number:** 333496
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/333496

## About

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.

## 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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- [BBFN Wealth Management](https://altss.com/profile/bbfn-wealth-management-llc)
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Last updated: 2026-08-10T23:49:37.812Z

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