Sunquest Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
SunQuest Wealth Management manages about $22.6 million in discretionary assets for individuals and a range of entities — including pension and profit‑sharing plans, trusts, estates, charitable organizations and other business entities — and provides discretionary portfolio and investment management alongside financial planning services such as retirement planning, estate planning, cash‑flow forecasting and asset allocation. The firm also advises on investments held outside a primary custodian, including employer‑sponsored retirement plans and qualified tuition (529) plans.
The firm uses fundamental analysis to build tailored, discretionary portfolios that allocate among mutual funds, ETFs, individual equity and debt securities and options, and it also manages certain accounts through proprietary model portfolios. SunQuest monitors client accounts on an ongoing basis with monthly reviews and at least annual client consultations, and it may recommend privately placed securities to clients who qualify as accredited investors.
Notably, SunQuest explicitly serves institutional clients (pension and profit‑sharing plans and other business entities), a service set that is less common among independent advisers of similar scale. The combination of model‑based portfolio management, advice on non‑custodied employer and education plan assets, and occasional use of private placements distinguishes its service mix from peers that focus primarily on retail individual portfolio management.
Client services
Expertise
Fee options
$0 - $250,000: 1.75% $250,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
Account minimum: $250,000
Main office
North Wales PA
Advisors at this office
1
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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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.
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