Updated:Jul 6, 2026

Sunglow Wealth Advisory LLC

SUNGLOW WEALTH ADVISORY LLC is a state-registered investment adviser in SNELLVILLE, GA. The firm manages $74 million in assets, $70 million on a discretionary...

Sunglow Wealth Advisory LLC

SUNGLOW WEALTH ADVISORY LLC is a state-registered investment adviser in SNELLVILLE, GA. The firm manages $74 million in assets, $70 million on a discretionary basis. It has 2 employees and 2 investment advisers.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

Who runs investment decisions at Sunglow Wealth Advisory?

The firm's investment committee, led by the named principal on SEC Form ADV, oversees portfolio decisions. Specific team members are not publicly listed. The firm operates as a fiduciary under the Investment Advisers Act of 1940.

How does Sunglow source proprietary deal flow?

Sunglow does not maintain a proprietary deal sourcing operation. Investment selection relies on public markets, third-party managers, and direct municipal bond purchases. The firm's RIA structure limits it to advisory rather than principal investing.

Does Sunglow participate in fund commitments or only direct deals?

The firm allocates to third-party pooled investment vehicles, including mutual funds and ETFs. Direct securities include individual municipal bonds. No private fund or SPV involvement is documented in regulatory filings.

What investment stages does Sunglow typically target?

Sunglow focuses on liquid public market securities in the secondary market. It does not engage in venture capital, private equity direct investing, or early-stage deployment. Its mandate is portfolio management for high-net-worth households.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jul 6, 2026. Continuous refresh with full update cycles at least every 30 days.