# Sunrise Financial Services

Sunrise Financial Services is a Bank / Wealth / Trust based in Burien, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Burien, United States
- **Region:** North America
- **Address:** 431 SW Ambaum Boulevard, Burien, WA 98166, United States
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** sunrisefinancialservices.net
- **LinkedIn:** https://www.linkedin.com/company/sunrise-financial-services

## Regulatory record

- **CRD number:** 325955
- **SEC file number:** 801-132461
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-15T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/325955

## About

Sunrise Financial Services was founded in 2009 and has operated out of one office on SW Ambaum Boulevard in Burien, Washington since inception. The firm emerged as a fee-only registered investment advisor serving individuals and high-net-worth families, concentrating on retirement transitions, tax planning, risk management, and estate design. Its founding principal remains unnamed in all public materials. The firm’s strategy is advice-led rather than product-led. Services span asset management, financial and retirement planning, tax preparation, risk assessment, and estate planning — a mix delivered entirely on a non-commission basis. Sunrise Financial Services has not disclosed specific portfolio holdings, performance benchmarks, or external fund relationships. The firm’s website positions retirement-income construction and behavioral-finance guidance as core to client engagements, but no named investment mandates, direct co-investments, or third-party manager selections are documented. The geographic footprint is limited to the Pacific Northwest, with clients referenced generically as individuals and high-net-worth families. Office operations run Monday through Friday from a single Burien location, with weekend hours available by appointment. The firm discloses no total assets under advisement, deployment totals, or team-headcount figures. No adjacent vehicles — philanthropic foundations, real-asset arms, club memberships, or lending entities — appear in its public footprint. There are no operational events from the last 24 months that the firm has published. Sunrise Financial Services’ structural posture is distinct in its simplicity: a single-location, fee-only RIA built entirely around retirement-plan execution for local families. There is no disclosed succession architecture, no external capital, and no multi-office expansion plan — a deliberately narrow architecture that contrasts with the consolidator roll-ups common among US wealth managers.

## Questions

### What services does Sunrise Financial Services provide?

Asset management, financial and retirement planning, tax strategy, risk management, and estate planning. The firm presents these as components of a customized retirement plan tailored to each client.

### Does Sunrise Financial Services manage assets for institutions?

The firm’s public materials reference only individuals and high-net-worth families as clients. It does not advertise institutional mandates, pension consulting, or endowment services.

### Who runs investment decisions at Sunrise Financial Services?

The firm has not publicly named a founder, CEO, CIO, or any investment committee members. All operational and investment decision-making authority remains unstated.

### Where does Sunrise Financial Services maintain offices?

The firm operates a single office at 431 SW Ambaum Boulevard in Burien, Washington. It lists no additional locations in the United States or elsewhere.

## Related profiles

- [Sunrise Capital Partners Management](https://altss.com/profile/sunrise-capital-partners-management)
- [Sunrise Police Retirement Plan](https://altss.com/profile/sunrise-police-retirement-plan)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/sunrise-financial-services

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