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Founder and Managing Member · Sun Group Wealth Partners LLC

Winifred S. Sun

CRD 4034080 · Named on Form ADV at one SEC-registered adviser

At a glance

Sun Group Wealth Partners LLC, an SEC-registered wealth manager based in Irvine, CA with $224 million in regulatory assets, lists Winifred S. Sun on its Form ADV as Founder and Managing Member, a control person.

Firms and roles

AtlasMembers

Winifred’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Brandon J. ChangCo-Founder, Managing Member, and Chief Compliance Officer, Sun Group Wealth Partners LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Winifred’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.