Multi-Family OfficeRIA · CRD 168567

Updated:

SunQuest Wealth Management

SUNQUEST WEALTH MANAGEMENT, LLC is a state-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 a state-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

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.

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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