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Sundance Wealth Management
SUNDANCE WEALTH MANAGEMENT is a state-registered investment adviser with approximately $3 million in regulatory assets under management. The firm has 1...
Overview
SUNDANCE WEALTH MANAGEMENT is a state-registered investment adviser with approximately $3 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Frequently asked questions
Who runs investment decisions at Sundance Wealth Management?
Sundance Wealth Management does not publicly identify any named principals, CEO, or CIO. Available SEC ADV filings or firm materials do not list key decision-makers. Without this disclosure, the investment decision-making structure is unknown.
Does Sundance Wealth Management publish an AUM figure?
No publicly verifiable AUM figure exists for Sundance Wealth Management. The firm has not disclosed this metric via SEC ADV filings, press releases, or its own communications.
Has Sundance Wealth Management made any recent hires or personnel changes?
No recent hiring, promotion, or departure events at Sundance Wealth Management have been reported in financial news or regulatory filings. The firm's personnel profile is entirely opaque.
What is the source of Sundance Wealth Management's funding or client base?
The firm does not disclose its client composition or capital sources. It is not known whether the firm serves institutional allocators, high-net-worth individuals, or family offices.
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