# Sunnybranch Wealth LLC

> 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.

- CRD: 323075
- Filed as: SUNNYBRANCH WEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Portland, OR
- Filing period: October 2026
- Form ADV filing dated: July 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/323075
- AdvisorCensus page: https://advisorcensus.com/firm/sunnybranch-wealth-llc-portland-or-323075

## Quick answers

**How is Sunnybranch Wealth LLC compensated?**
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).

**Where is Sunnybranch Wealth LLC located?**
Sunnybranch Wealth LLC's principal office is in Portland, OR, according to its Form ADV.

**Is Sunnybranch Wealth LLC registered with the SEC or a state?**
Sunnybranch Wealth LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 323075.

**How much does Sunnybranch Wealth LLC manage?**
Sunnybranch Wealth LLC reports $30,758,405 in regulatory assets under management in its Form ADV filing dated July 16, 2026 (100% discretionary).

**What types of clients does Sunnybranch Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (19); individuals (other than high net worth individuals) (8).

**Does Sunnybranch Wealth 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/323075

## 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: $30,758,405
- Discretionary: $30,758,405
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $231,499 |
| High net worth individuals | 19 | $30,526,906 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, KS, OR, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sunnybranchwealth.com
- Facebook facebook.com
- Instagram @sunnybranchwealth
- LinkedIn @sunnybranch-wealth
- LinkedIn @katherinesfox
- TikTok @sunnybranchwealth
- YouTube @UCkAxId9O7K3xKzQ0SkMrrfw

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sunnybranch Wealth LLC (CRD 323075): Form ADV filing data as of October 2026.