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Sundial Wealth Advisors

EST. AUM
$125,789,000

CONTACTS
2

CLIENT ACCOUNTS
113

Firm Details

Metro area Ft. Lauderdale
CRD Number 321900
Website sundialwealth.com
Client types

Overview

Sundial Wealth Advisors is an independent, SEC-registered investment advisory firm providing comprehensive wealth management services to individuals, families, entrepreneurs, and executives. The firm focuses on delivering customized investment portfolios aligned with each client’s financial goals, risk tolerance, and long-term objectives. Sundial integrates investment management with financial planning, tax-aware strategies, and fiduciary oversight. Portfolios are constructed using a combination of traditional and alternative asset classes and are monitored continuously. The firm emphasizes transparency, disciplined portfolio construction, and personalized service, offering tailored solutions designed to support long-term wealth preservation, growth, and intergenerational planning.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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