Sun Group Wealth Partners Llc
- Regulatory AUM
- $224M
- Discretionary
- $224M
- Clients
- 353
- Avg AUM / client
- $636K
- Accounts
- 589
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 188 | $36.3M | 16.2% |
| High net worth individuals | 153 | $175M | 78.0% |
| Pension and profit sharing plans | 10 | $11.8M | 5.24% |
| Corporations and other businesses | 2 | $1.3M | 0.59% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brandon Joon Chang | Co Founder, Managing Member, And Chief Compliance Officer | Feb 2011 (16y) | 25% – 50% | |
| Winifred Shih Sun | Founder And Managing Member | Feb 2011 (16y) | 50% – 75% | |
| Brian Lindsay Chew | Registered representative | Oct 2018 (8y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/21/2026 | 897 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- LPL Financial $224M (100% of AUM) May 2026
- Jackson National Life Distributors Llc $23.7M (15% of AUM) Jan 2019
- Transamerica Capital, Inc. $16.1M (10% of AUM) Jan 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 21, 2026.
View current Form ADV (SEC/IAPD) ↗