Sun Group Wealth Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$211,359,623
Clients
341
Advisors
3
of 7 employees
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
Expertise
Occupation focus
Demographic focus
Fee options
Financial Planning & Consulting: $2,000 to $5,000; Pension Consulting flat fees $2,000 to $5,000.
$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)
Commissionable securities sales through LPL Financial registered representatives; commissions and trail fees.
Financial Planning & Consulting: $350/hour; Pension Consulting: $350/hour for one-time engagements.
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
17500 Red Hill Ave, Suite 140
Irvine CA 92614
Advisors at this office
3
Most active in
Arizona · California · Nevada · New Hampshire · Texas
Also doing business as
Campaign For Next Generation Employees · Sun Group Wealth Partners LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
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.
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.
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.
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