{
  "crd_number": 323075,
  "slug": "sunnybranch-wealth-llc-portland-or-323075",
  "primary_business_name": "SUNNYBRANCH WEALTH LLC",
  "legal_name": "SUNNYBRANCH WEALTH LLC",
  "dbas": [],
  "city": "Portland",
  "state": "OR",
  "country": "United States",
  "cbsa_code": "38900",
  "metro": {
    "cbsa_code": "38900",
    "common_name": "Portland",
    "msa_name": "Portland-Vancouver-Hillsboro, OR-WA",
    "path": "/advisors/or/portland"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2022-09-12",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-07-16",
  "carried_forward": false,
  "raum_total": 30758405.0,
  "raum_discretionary": 30758405.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 231499.0,
      "count": 8
    },
    "high_net_worth_individuals": {
      "raum": 30526906.0,
      "count": 19
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "KS",
    "OR",
    "WA"
  ],
  "websites": [
    "https://facebook.com/profile.php?id=100088361179031",
    "https://instagram.com/sunnybranchwealth",
    "https://linkedin.com/company/sunnybranch-wealth",
    "https://linkedin.com/in/katherinesfox",
    "https://sunnybranchwealth.com",
    "https://tiktok.com/@sunnybranchwealth",
    "https://youtube.com/channel/UCkAxId9O7K3xKzQ0SkMrrfw"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/323075",
  "city_as_filed": "PORTLAND",
  "url": "https://advisorcensus.com/firm/sunnybranch-wealth-llc-portland-or-323075",
  "display_name": "Sunnybranch Wealth LLC",
  "summary": "Sunnybranch Wealth LLC is a state-registered investment advisory firm in Portland, OR, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 16, 2026.",
  "citation": "AdvisorCensus. Sunnybranch Wealth LLC (CRD 323075): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Sunnybranch Wealth LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Sunnybranch Wealth LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Sunnybranch Wealth LLC located?",
      "a": "Sunnybranch Wealth LLC's principal office is in Portland, OR, according to its Form ADV."
    },
    {
      "q": "Is Sunnybranch Wealth LLC registered with the SEC or a state?",
      "a": "Sunnybranch Wealth LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 323075."
    },
    {
      "q": "How much does Sunnybranch Wealth LLC manage?",
      "a": "Sunnybranch Wealth LLC reports $30,758,405 in regulatory assets under management in its Form ADV filing dated July 16, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Sunnybranch Wealth LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (19); individuals (other than high net worth individuals) (8)."
    },
    {
      "q": "Does Sunnybranch Wealth LLC report any disciplinary disclosures?",
      "a": "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/323075"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/sunnybranch-wealth-llc-portland-or-323075.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 231499.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 19,
      "fewer_than_5": false,
      "raum": 30526906.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/323075",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}