# Sun Group Wealth Partners LLC

> Sun Group Wealth Partners LLC is an SEC-registered investment advisory firm in Irvine, CA, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 21, 2026.

- CRD: 166372
- Filed as: SUN GROUP WEALTH PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Irvine, CA
- Filing period: October 2026
- Form ADV filing dated: May 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/166372
- AdvisorCensus page: https://advisorcensus.com/firm/sun-group-wealth-partners-llc-irvine-ca-166372

## Quick answers

**How is Sun Group Wealth Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sun Group Wealth Partners LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Sun Group Wealth Partners LLC located?**
Sun Group Wealth Partners LLC's principal office is in Irvine, CA, according to its Form ADV.

**Is Sun Group Wealth Partners LLC registered with the SEC or a state?**
Sun Group Wealth Partners LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 166372.

**How much does Sun Group Wealth Partners LLC manage?**
Sun Group Wealth Partners LLC reports $224,450,529 in regulatory assets under management in its Form ADV filing dated May 21, 2026 (100% discretionary).

**How have Sun Group Wealth Partners LLC's assets and staff changed since 2021?**
In the Form ADV data for Sun Group Wealth Partners LLC: Regulatory assets under management: $125,080,000 in the October 2021 data and $224,450,529 in the October 2026 data, up 79%. Total employees: 9 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sun Group Wealth Partners LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (188); high net worth individuals (153); pension and profit sharing plans (but not the plan participants or government pension plans) (10).

**Which custodians does Sun Group Wealth Partners LLC use?**
Sun Group Wealth Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Sun Group Wealth Partners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/166372

**Does Sun Group Wealth Partners LLC state an account minimum?**
Its Form ADV Part 2A brochure dated May 21, 2026 says: "We do not require a minimum account size to open or maintain an account."

**What changed in Sun Group Wealth Partners LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $178,948,850 to $224,450,529 (+25%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated May 21, 2026)

- Account minimum: None

> We do not require a minimum account size to open or maintain an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $224,450,529
- Discretionary: $224,450,529
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 188 | $36,304,242 |
| High net worth individuals | 153 | $175,055,381 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 10 | $11,760,413 |
| Corporations or other businesses not listed above | 2 | $1,330,493 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2014 (12 years)
- Employees: 7 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, NH, NV, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sungroupwp.com
- Facebook @SUNGROUPWP
- LinkedIn @BRANDONCHANG
- LinkedIn @WINNIESUN
- X @SUNGROUPWP
- YouTube @SUNGROUPWP

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $125,080,000 | 9 | February 19, 2021 |
| October 2022 | $138,589,000 | 9 | March 7, 2022 |
| October 2023 | $118,414,000 | 8 | August 10, 2023 |
| October 2024 | $152,657,000 | 8 | February 26, 2024 |
| October 2025 | $178,948,850 | 8 | January 23, 2025 |
| October 2026 | $224,450,529 | 7 | May 21, 2026 |

Regulatory assets under management: $125,080,000 in the October 2021 data and $224,450,529 in the October 2026 data, up 79%.
Total employees: 9 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $178,948,850 to $224,450,529 (+25%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sun Group Wealth Partners LLC (CRD 166372): Form ADV filing data as of October 2026.