Company Overview
- Headquarters
- 17500 Red Hill Ave STE 140, Irvine CA
- Website
- sungroupwp.com
- Phone
- (949) 625-6800
- Employees
- 7
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 52 CompaniesNAICS Code 5239 CompaniesNAICS Code 52393 CompaniesNAICS Code 523 Companies
- SIC Code
-
SIC Code 62 CompaniesSIC Code 628 Companies
Financials & Stats
Revenue
$9B
Who is Sun Group Wealth Partners
Sun Group Wealth Partners is a financial advisory firm located in Irvine, California. Founded on the principle of combining sound foresight and innovative thinking, the firm is dedicated to helping clients successfully build and preserve wealth. Sun Group Wealth Partners specializes in serving the unique financial needs of various clientele, including small business owners, celebrities, executives, and established families. Their comprehensive suite of services encompasses investment management, wealth management, retirement planning, business succession strategies, estate planning, and charitable giving strategies. Driven by a team with over 25 years of combined experience, Sun Group Wealth Partners prioritizes excellence and fosters long-lasting relationships built on integrity, objectivity, and trust. Their goal is to ensure clients' financial plans align with their aspirations for the future. Securities offered through LPL Financial, Member SIPC-www.sipc.org.
Sun Group Wealth Partners Industry Tags
Sun Group Wealth Partners Tech Stack
Companies Similar to Sun Group Wealth Partners
Analyze industry trends and opportunities by examining competitors and companies comparable to Sun Group Wealth Partners, including their performance metrics, financials, growth dynamics, and competitive benchmarks.
| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 9M | 5 | Scottsdale, AZ | 1985 | |
| 9M | 4 | Cerritos, CA | ||
| 9M | 7 | El Dorado Hills, CA | 2012 | |
| 9M | 581 | Colorado Springs, CO | 1986 | |
| 9M | 8 | Tempe, AZ | 1994 |