# Sunglow Wealth Advisory LLC

> Sunglow Wealth Advisory LLC is a state-registered investment advisory firm in Snellville, GA, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 28, 2026.

- CRD: 304101
- Filed as: SUNGLOW WEALTH ADVISORY LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Snellville, GA
- Filing period: October 2026
- Form ADV filing dated: April 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/304101
- AdvisorCensus page: https://advisorcensus.com/firm/sunglow-wealth-advisory-llc-snellville-ga-304101

## Quick answers

**How is Sunglow Wealth Advisory LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sunglow Wealth Advisory LLC 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 Sunglow Wealth Advisory LLC located?**
Sunglow Wealth Advisory LLC's principal office is in Snellville, GA, according to its Form ADV.

**Is Sunglow Wealth Advisory LLC registered with the SEC or a state?**
Sunglow Wealth Advisory LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 304101.

**How much does Sunglow Wealth Advisory LLC manage?**
Sunglow Wealth Advisory LLC reports $73,708,000 in regulatory assets under management in its Form ADV filing dated April 28, 2026 (95% discretionary).

**What types of clients does Sunglow Wealth Advisory LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (33); high net worth individuals (29).

**Does Sunglow Wealth Advisory LLC 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/304101

## 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: $73,708,000
- Discretionary: $69,739,000
- Non-discretionary: $3,969,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 33 | $13,306,000 |
| High net worth individuals | 29 | $56,433,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,810,000 |
| Corporations or other businesses not listed above | Fewer than 5 | $2,159,000 |

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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- 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. Sunglow Wealth Advisory LLC (CRD 304101): Form ADV filing data as of October 2026.