# Sunrise Wealth Management, LLC

> Sunrise Wealth Management, LLC is a state-registered investment advisory firm in Tucson, AZ, registered since 2002, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 26, 2022.

- CRD: 120385
- Filed as: SUNRISE WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Tucson, AZ
- Filing period: October 2026
- Form ADV filing dated: August 26, 2022
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/120385
- AdvisorCensus page: https://advisorcensus.com/firm/sunrise-wealth-management-llc-tucson-az-120385

## Quick answers

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

**Where is Sunrise Wealth Management, LLC located?**
Sunrise Wealth Management, LLC's principal office is in Tucson, AZ, according to its Form ADV.

**Is Sunrise Wealth Management, LLC registered with the SEC or a state?**
Sunrise Wealth Management, LLC is a state-registered investment advisory firm, registered since 2002. Status as filed: APPROVED. CRD 120385.

**How much does Sunrise Wealth Management, LLC manage?**
Sunrise Wealth Management, LLC reports $23,740,000 in regulatory assets under management in its Form ADV filing dated August 26, 2022 (82% discretionary).

**What types of clients does Sunrise Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (36).

**Does Sunrise Wealth Management, 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/120385

## 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: $23,740,000
- Discretionary: $19,540,000
- Non-discretionary: $4,200,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 36 | $23,740,000 |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

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

### Firm details
- Registered since: 2002 (24 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)
- sunrisewm.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sunrise Wealth Management, LLC (CRD 120385): Form ADV filing data as of October 2026.