Sunnybranch Wealth LLC

Sunnybranch Wealth is a fiduciary, fee-only financial planning and investment advisory firm serving Gen X, Millennial, and Gen Z inheritors. It helps current...

Overview

Sunnybranch Wealth is a fiduciary, fee-only financial planning and investment advisory firm serving Gen X, Millennial, and Gen Z inheritors. It helps current and future inheritors with financial planning, investment management, impact investing, and philanthropic giving. The firm is a state-registered investment adviser in Oregon, California, Kansas, Texas, and Washington.

Website

sunnybranchwealth.com

linkedin.com/company/katherinesfox

General information

Firm type

RIA

Year founded

2022

Principals

Katherine Fox

Investment Advisor, Chartered Advisor in Philanthropy®, and CERTIFIED FINANCIAL PLANNER®

Does Sunnybranch Wealth LLC make direct investments or fund commitments?

There are no public records of any investment activity by Sunnybranch Wealth LLC. No direct deals, co-investments, or fund interests have been disclosed. The firm's investment strategy is unknown.

Where is Sunnybranch Wealth LLC headquartered?

No headquarters location or address for Sunnybranch Wealth LLC is listed in any public source. The state of registration, if known, has not been disclosed.

Which sectors does Sunnybranch Wealth LLC invest in?

No sector preferences or investment focuses have been publicly attributed to Sunnybranch Wealth LLC. The firm's portfolio composition, if any, remains confidential.

Has Sunnybranch Wealth LLC been active in any recent deals?

No recent transaction, fundraising, or operational activity has been reported for Sunnybranch Wealth LLC in the past 24 months or any prior period. The firm has no verifiable track record in public financial databases or media.

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