A complete list of active advisors currently associated with Sundial Wealth LLC

Warmer can help you find a great advisor at Sundial Wealth LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Sundial Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Paul Babij	Delray Beach, FL	28
Marco Vidal	Delray Beach, FL	0

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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