Multi-Family OfficeRIA · CRD 168567SEC-Registered

Updated:

SunQuest Wealth Management

SUNQUEST WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser with $23 million in regulatory assets under management. The firm has 1 employee and 1...

SunQuest Wealth Management

SUNQUEST WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser with $23 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

Frequently asked questions

Who runs investment decisions at SunQuest Wealth Management?

The firm does not publicly disclose its leadership structure or investment committee members. In a typical multi-family office of this profile, investment decisions are centralized under a chief investment officer or a committee of principals drawn from the member families, but no specific names have been reported.

Is SunQuest structured as a single-family office or does it serve multiple families?

SunQuest is organized as a multi-family office, as indicated by its registered name. This structure aggregates wealth from several families to achieve operational efficiencies and access to a broader set of investment managers than a single family might secure alone.

Does SunQuest Wealth Management accept new clients?

There is no public evidence that SunQuest solicits or accepts new external clients. The firm does not maintain a public-facing website or marketing presence typical of an RIA or commercial wealth manager, which suggests it serves a closed, legacy group of families.

What is SunQuest's known posture on co-investments alongside external GPs?

No co-investment activity has been publicly reported. Multi-family offices frequently use pooled structures to access direct co-investments and private funds, but without public disclosures or named deals, SunQuest's posture on co-investing remains unknown.

Where does the underlying wealth come from?

The origins of the wealth managed by SunQuest have not been disclosed. Without a known founder or operating history, there is no public attribution to a specific industry, liquidity event, or family enterprise.

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

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