Sunrise Financial Services LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Burien, WA. Its latest Form ADV filing, dated April 15, 2026, reports $151M in regulatory assets under management, 5 employees, and 682 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 88.6% of total clients.
Top client categories% of clientsClients
1
Individuals
88.6%
240
2
HNWI
11.4%
31
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$151Mas of April 15, 2026
Discretionary99.9%
$151M
100% of total RAUM99.9%
Non-discretionary0.1%
$117K
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$151M
Total Accounts682
10Y AUM Change+$37M (+32.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee54:1
10Y Employee Change+1 (+25.0%)
* 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.