A complete list of active advisors currently associated with Sunrise Wealth Management, LLC

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

Sunrise Wealth Management provides discretionary portfolio management and one-time financial planning primarily for individual and high-net-worth clients. The firm manages roughly $6.8 million across a small number of client accounts and implements individualized Investment Policy Statements to guide portfolio construction. The firm’s investment approach is built around three in‑house model portfolios (Sunrise Capital Growth, Sunrise Diversified Growth, and Sunrise Diversified Income) that are continuously revised and applied pro rata across linked accounts. Research combines fundamental, technical, and cyclical analysis, and the adviser uses both long‑ and short‑term trading strategies while exercising discretionary trading authority through an independent custodian. Noteworthy features include a $50,000 standard account minimum that may be waived, a policy requiring clients to use the firm’s recommended custodian rather than permitting directed brokerage, and in‑house management of all assets rather than selecting third‑party managers. The firm aggregates block trades for execution, provides regular custodian reporting, and discloses procedures for documenting and prioritizing client transactions when personal trading overlaps with client trades.

To learn more about the advisors currently working at Sunrise Wealth Management, 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
Duane Eatherly	Riverview, FL	21

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