Sundial Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sundial Wealth LLC is an SEC‑registered adviser managing roughly $125.8 million for about 58 clients, primarily individuals, high and ultra‑high net worth clients, trusts and family offices. The firm offers discretionary investment management, financial planning and consulting for individual accounts, trusts, retirement plans and pooled vehicles, and may engage third‑party sub‑advisors or model portfolios for certain clients.
The firm follows a goals‑based, “all‑weather” approach that combines tactical and passive exposures across equities, fixed income, real assets and alternative strategies, using fundamental, technical, quantitative and macro analysis to construct and opportunistically rebalance portfolios. Sundial Wealth discloses specific implementation tools in its brochure, including direct indexing, derivatives and options strategies, tax‑loss harvesting, and the occasional use of borrowing in separately managed accounts (SBLOCs).
Sundial Wealth also acts as a private fund sub‑manager and sponsor—highlighted by its sub‑management role for Ambrus Sundial L.P. and its Sundial Holdings I private placement—and the firm may charge performance‑based fees to qualified clients; the brochure additionally includes hypothetical and advertised performance results, which is uncommon among peers. The firm is affiliated with an accounting practice and offers concierge, family‑office coordination services, disclosures the brochure identifies as potential related‑party conflicts to be considered.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $500,000: 2.00% annually $500,001 - $1,000,000: 1.50% annually $1,000,001 - $10,000,000: 1.25% annually $10,000,001+: 1.00% annually
$500 per hour for financial planning services
Performance-based fees for qualified clients, fee exceeding 3.00% for Ambrus Sundial L.P. investors, available only to qualified clients with net worth > $2,200,000 or minimum $1,100,000 managed
Account minimum: $100,000 to open an account. Generally requires $1,000,000 and Accredited Investor status for customized portfolios, negotiable.
Main office
904 SE 5th Avenue
Delray Beach FL 33483
Advisors at this office
2
Most active in
Florida · Texas
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:
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.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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.
Advisors at this firm
Paul B
CFA®, Series 63
Delray Beach, FL
Sundial Wealth LLC
Paul Babij is a CFA® charterholder with 28 years of industry experience. He is a principal at Sundial Wealth LLC, where he has worked since 2022, and has prior experience at firms including Bunkport Capital LLC and Norfolk Markets, LLC. Outside of his advisory role, he is involved with Sundial Real Estate Partners, a commercial real estate venture entity, and Sundial Studios, which invests in privately owned small and medium-sized businesses. Sundial Wealth LLC manages approximately $125.8 million for around 58 clients, primarily high and ultra-high net worth individuals, trusts, and family offices. The firm employs a goals-based, all-weather investment approach combining tactical and passive strategies across multiple asset classes and may utilize third-party sub-advisors, direct indexing, and alternative strategies in client portfolios.
Marco V
Series 65
Delray Beach, FL
Sundial Wealth LLC
Marco Vidal is a financial advisor at Sundial Wealth LLC in Delray Beach, FL, holding a Series 65 designation with less than one year of industry experience. His prior work includes roles in education and retail, such as positions at Alachua County Public Schools and Boca Raton High School. Sundial Wealth LLC manages approximately $125.8 million primarily for individuals, high and ultra-high net worth clients, trusts, and family offices. The firm employs a goals-based, “all-weather” investment approach combining tactical and passive exposures across multiple asset classes, with discretionary management, financial planning, and consulting services.
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