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Sunrise Wealth Management LLC
SUNRISE WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in Tucson, AZ. The firm manages $24 million in assets, $20 million on a discretionary...
Sunrise Wealth Management LLC
SUNRISE WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in Tucson, AZ. The firm manages $24 million in assets, $20 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Corporate office
United States
Frequently asked questions
What is the regulatory status of Sunrise Wealth Management LLC?
Sunrise Wealth Management LLC is registered as an RIA (Registered Investment Advisor) in the United States. This classification requires the firm to act as a fiduciary and file periodic disclosures with the SEC or state regulators, though specific filings were not available in public record.
Does Sunrise Wealth Management LLC manage capital as a single or multi-family office?
The firm's RIA structure and lack of a publicly named single family suggest it operates as a multi-family office, serving multiple high-net-worth clients. No evidence of a single-family office charter has been found in public documents.
Who founded Sunrise Wealth Management LLC?
No founder is publicly named in any accessible source. The firm's ownership and leadership team are not disclosed, which limits due diligence on its governance and succession planning.
What investment services does Sunrise Wealth Management LLC provide?
As an RIA, the firm likely offers financial planning, portfolio management, and wealth advisory services, but specific investment strategies, asset classes, and direct deal participation are not confirmed. Public filings, if any, were not retrieved.
What is the geographic focus of Sunrise Wealth Management LLC?
The firm's location is reported as the United States, with no additional offices or regional emphasis confirmed. It likely serves clients primarily within North America.
Profile maintained by Altss 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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