Sunlight Peaks Financial Partners, Llc
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ryan Douglas Parson | President And Ceo | CFP Chartered Financial Consultant | Apr 2021 (5y) | ≈ 42.19% – 100% via Heritage Capital Usa, Inc |
| Sam A Beritela | Chief Compliance Officer | Jun 2021 (5y) | Less than 5% | |
| Mark Lewis | Registered representative | Chartered Financial Consultant | Oct 2021 (5y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Heritage Management Group, Llc | Holding Company | Apr 2021 | A | 75% or more |
| Heritage Capital Usa, Inc | Owner | Apr 2021 | B | ≈ 56.25% – 100% via Heritage Management Group, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Ryan Douglas Parson: 75% – 100% of Heritage Capital Usa, Inc × 75% – 100% of Heritage Management Group, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Heritage Capital Usa, Inc: 75% – 100% of Heritage Management Group, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
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) | 05/29/2026 | 1.06 MB | 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
- • Fixed fees
Services
- • Financial planning services
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 29, 2026.
View current Form ADV (SEC/IAPD) ↗