# Sullivan Dunn Wealth Management

> Sullivan Dunn Wealth Management is a state-registered investment advisory firm in Okemos, MI, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 333496
- Filed as: SULLIVAN DUNN WEALTH MANAGEMENT
- Legal name: Sullivan Financial, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Okemos, MI
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333496
- AdvisorCensus page: https://advisorcensus.com/firm/sullivan-dunn-wealth-management-okemos-mi-333496

## Quick answers

**How is Sullivan Dunn Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Sullivan Dunn Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Sullivan Dunn Wealth Management located?**
Sullivan Dunn Wealth Management's principal office is in Okemos, MI, according to its Form ADV.

**Is Sullivan Dunn Wealth Management registered with the SEC or a state?**
Sullivan Dunn Wealth Management is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 333496.

**How much does Sullivan Dunn Wealth Management manage?**
Sullivan Dunn Wealth Management reports $9,794,174 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Sullivan Dunn Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (5); high net worth individuals (2).

**Does Sullivan Dunn Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/333496

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $9,794,174
- Discretionary: $9,794,174
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $897,682 |
| High net worth individuals | 2 | $8,896,492 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2024 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sullivan Dunn Wealth Management (CRD 333496): Form ADV filing data as of October 2026.