# Sundance Wealth Management

> Sundance Wealth Management is a state-registered investment advisory firm, registered since 1994, reporting under $25 million in regulatory assets under management in its Form ADV filing dated December 22, 2023.

- CRD: 114938
- Filed as: SUNDANCE WEALTH MANAGEMENT
- Legal name: Depasquale, John, Robert
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Arizona
- Filing period: October 2026
- Form ADV filing dated: December 22, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/114938
- AdvisorCensus page: https://advisorcensus.com/firm/sundance-wealth-management-114938

## Quick answers

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

**Is Sundance Wealth Management registered with the SEC or a state?**
Sundance Wealth Management is a state-registered investment advisory firm, registered since 1994. Status as filed: APPROVED. CRD 114938.

**How much does Sundance Wealth Management manage?**
Sundance Wealth Management reports $2,900,000 in regulatory assets under management in its Form ADV filing dated December 22, 2023 (100% discretionary).

**What types of clients does Sundance Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8).

**Does Sundance 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/114938

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $2,900,000
- Discretionary: $2,900,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $2,900,000 |

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

### Firm details
- Registered since: 1994 (32 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sundance-wealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sundance Wealth Management (CRD 114938): Form ADV filing data as of October 2026.