Sun Group Wealth Partners LLC

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Client assets under management

$211,359,623

Clients

341

45% high-net-worth

Advisors

of 7 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

114

Very High

Average account size

$619,823

About

Sun Group Wealth Partners is a full-service wealth management firm that serves high-net-worth and individual clients including wealthy families, business owners, corporate executives, members of the Hollywood community, and nonprofit organizations. The firm provides financial planning and consulting, investment management, charitable giving advice and pension consulting, and offers both discretionary portfolio management and access to LPL-sponsored advisory programs.

The firm describes an investment process that uses a mix of fundamental, technical and cyclical analysis and employs long-term, short-term and trading strategies; it also discloses the use of option writing as part of its investment toolkit while generally holding client cash in money market and other short-term instruments. Sun Group routinely implements client strategies through LPL platforms—including Separately Managed Accounts (MAS), Model Wealth Portfolios, and the algorithm-driven Guided Wealth Portfolios—while allowing clients to place reasonable restrictions on holdings.

Compared with many peers, Sun Group discloses several features that are less common: it sponsors a wrap-fee program, offers newsletters and educational seminars, and includes derivatives strategies such as option writing in its approach. Its advisers are also registered representatives of LPL and licensed as insurance agents/brokers, a dual affiliation the brochure notes and discloses as a potential source of commission- and insurance-related conflicts of interest.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Charitable giving & philanthropy Business ownership considerations

Occupation focus

Founder/Business Owner Executive Retired Entertainment Industry

Demographic focus

Mid-Career Professionals

Fee options

Fixed

Financial Planning & Consulting: $2,000 to $5,000; Pension Consulting flat fees $2,000 to $5,000.

Percentage

$0+: up to 1.00% (pension consulting ongoing monitoring and management) $5,000+: up to 1.35% (Guided Wealth Portfolios Program) $25,000+: varies by portfolio, minimum for Model Wealth Portfolios Program $50,000+: up to 3.00% (Manager Access Select)

Commissions

Commissionable securities sales through LPL Financial registered representatives; commissions and trail fees.

Project-based

Financial Planning & Consulting: $350/hour; Pension Consulting: $350/hour for one-time engagements.

Other

Fee-only: Financial Planning & Consulting: $350/hour; Flat fees generally $2,000-$5,000; Pension Consulting hourly $350, flat fees $2,000-$5,000.

Main office location

Sun Group Wealth Partners LLC

17500 Red Hill Ave, Suite 140

Irvine CA 92614, United States

Number of offices

Most active in

Arizona · California · Nevada · New Hampshire · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook YouTube Website 949-625-6800

Advisors at this firm

Brian C

Series 63

Irvine, CA

Sun Group Wealth Partners LLC

Brian Chew is a financial advisor at Sun Group Wealth Partners LLC with seven years of industry experience. He holds a Series 63 designation and has practiced law through his own firm, the Law Offices of Brian Chew, PC, since 2008. Sun Group Wealth Partners LLC serves individuals and families, including high-net-worth households, business owners, corporate executives, Hollywood professionals, and nonprofit organizations. The firm offers financial planning, investment management, charitable giving, and pension consulting, utilizing a range of strategies such as discretionary investment management through multiple platforms and option writing.

Charitable giving & philanthropy Business ownership considerations Founder/Business Owner Executive Retired Entertainment Industry Mid-Career Professionals

Winifred S

Series 63, Series 65

Irvine, CA

Sun Group Wealth Partners LLC

Winifred Sun is a financial advisor with Sun Group Wealth Partners LLC in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked with Sun Group Wealth Partners since 2013 and LPL Financial since 2011. Outside of her advisory role, she is active as an author and media personality, contributing articles to publications such as Forbes.com and TurboTax, and producing and hosting shows including “Renegade Millionaire with Winnie Sun” and “Level Up with Winnie Sun.” Sun Group Wealth Partners LLC serves individuals and families, including high-net-worth households, business owners, corporate executives, Hollywood professionals, and nonprofit organizations. The firm offers financial planning, investment management, charitable giving, and pension consulting, utilizing discretionary investment management through various platforms and employing strategies such as option writing and third-party portfolio management.

Charitable giving & philanthropy Business ownership considerations Founder/Business Owner Executive Retired Entertainment Industry Mid-Career Professionals

Brandon C

Series 63, Series 65

Irvine, CA

Sun Group Wealth Partners LLC

Brandon Chang is a financial advisor with Sun Group Wealth Partners LLC in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Sun Group Wealth Partners since 2013 and also maintains a role with LPL Financial. Chang is involved in several related business activities including non-variable insurance and operates multiple DBAs connected to his advisory and brokerage work. Sun Group Wealth Partners serves individuals and families, including high-net-worth households, business owners, corporate executives, Hollywood professionals, and nonprofit organizations. The firm offers comprehensive financial planning, investment management, charitable giving, and pension consulting with ERISA fiduciary acknowledgements, utilizing discretionary investment management through various platforms and third-party managers.

Charitable giving & philanthropy Business ownership considerations Founder/Business Owner Executive Retired Entertainment Industry Mid-Career Professionals

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