BOCA RATON, FLCRD 321900Latest ADV January 28, 2026
Sundial Wealth LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boca Raton, FL. Its latest Form ADV filing, dated January 28, 2026, reports $126M in regulatory assets under management, 3 employees, and 113 accounts.
Assets Under Management
$126M
Employees
3
Offices
--
Total Clients
58
Primary office
BOCA RATON, FL
3200 NORTH FEDERAL HIGHWAY, SUITE 228, BOCA RATON, FL, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Hourly charges
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 87.9% of total clients.
Top client categories% of clientsClients
1
HNWI
87.9%
51
2
Individuals
12.1%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$126Mas of January 28, 2026
Discretionary100.0%
$126M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$126M
Total Accounts113
10Y AUM Change$-13M (-9.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee19:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.