Sorunke Wealth Advisors

Sorunke Wealth Advisors provides investment management and financial planning primarily for individual investors and small businesses, and the firm’s brochure also lists a broad set of institutional and organizational client types — including sovereign wealth funds, banking or thrift institutions, state or municipal governments, insurance companies, charitable organizations, other investment advisers, corporations, and pension or profit‑sharing plans. The brochure reports that the firm manages $0 of client assets and states there are no account size requirements to open or maintain an engagement.

The firm focuses on domestic and international equity, asset allocation, and fixed income strategies across market capitalizations, using fundamental analysis to select individual stocks, ETFs, and bonds and tailoring portfolios to client objectives and risk tolerance. Advice is provided on a non‑discretionary, fee‑only basis through hourly, per‑task, flat‑fee and monthly retainer arrangements, and the firm does not accept custody or discretionary authority over client accounts.

Distinctive features noted in the brochure include the principal’s concurrent activities as a licensed real estate agent and prior engineering experience, the absence of percentage‑of‑AUM billing in favor of hourly/flat/retainer fees, and an operational model that reviews client portfolios only at scheduled meetings with account information supplied by the client. Taken together, these elements — an unusually wide list of potential client types for a solo adviser, a non‑AUM fee model, and limited review cadence — differentiate the firm from many independent peers.