Sunrise Wealth Partners

Finance · Virginia, United States · 11-50 Employees

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Overview

Headquarters

12020 Sunrise Valley Dr Ste 380, Reston,...

Phone Number

(703) 832-0160

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
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ZI Rank
1
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About Sunrise Wealth Partners

Sunrise Wealth Partners is an independent financial advisory firm that offers tailored services in wealth management, retirement planning, insurance planning, and corporate retirement planning. The firm focuses on understanding clients' specific needs and goals to provide personalized financial solutions. Their team of financial advisors is dedicated to helping clients manage their investments and enhance their financial knowledge through various resources. Sunrise Wealth Partners operates in compliance with regulatory standards and is affiliated with Cambridge Investment Research for securities offerings.Explore more
Sunrise Wealth Partners's Social MediaPopular SearchesSunrise Wealth Partners LLCSunrise Management LLCSunrise Wealth PartnersSunrisewealthpartners ComSunrise Financing LLCSIC Code 62,628NAICS Code 52,523Show more

Sunrise Wealth Partners Org Chart

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Senior Managing Partner

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Financial Advisor

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Financial Advisor

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Independent Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sunrise Wealth Partners

<$5M
11-50
Private
-
2014
DM
Donald MegliolaSenior Managing Partner
$7.5M
11-50
Private
-
2021
LD
Leanne DraytonChief Compliance Officer
<$5M
1-10
Private
-
2019
JB
John BeverPresident & Chief Investment Officer
<$5M
11-50
Private
-
2000
BS
Bud SanftnerCo-Founder & President
<$5M
1-10
Private
-
-
JA
James ArmstrongInvestment Advisory, Cfp, Chfc Representative (R)
<$5M
1-10
Private
-
2008
KS
Kimberly StollCEO & Founder
<$5M
1-10
Private
-
1988
DP
Darin PierceFinancial Partner & President
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Sunrise Wealth Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Sunrise Wealth Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sunrise Wealth Partners.

Sunrise Wealth Partners Tech Stack

A closer look at the technologies used by Sunrise Wealth Partners

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Frequently Asked Questions Regarding Sunrise Wealth Partners

What is Sunrise Wealth Partners's official website?
Sunrise Wealth Partners's official website is www.sunrisewealthpartners.com
What is Sunrise Wealth Partners's Revenue?
Sunrise Wealth Partners's revenue is <$5 Million
What is Sunrise Wealth Partners's SIC code?
Sunrise Wealth Partners's SIC: 62,628
What is Sunrise Wealth Partners's NAICS code?
Sunrise Wealth Partners's NAICS: 52,523
How many employees does Sunrise Wealth Partners have?
Sunrise Wealth Partners has 11-50 employees
What industry does Sunrise Wealth Partners belong to?
Sunrise Wealth Partners is in the industry of: Finance, Securities Trading
What is Sunrise Wealth Partners competition?
Sunrise Wealth Partners top competitors include: Financial Services, WealthSpring, Aspen Financial Services, Phase 3 Advisory Services
What technology does Sunrise Wealth Partners use?
Some of the popular technologies that Sunrise Wealth Partners uses are: WooCommerce, WordPress.org, PHP, Cloudflare Website Optimization
How do I contact Sunrise Wealth Partners?
Sunrise Wealth Partners contact info: Phone number: (703) 832-0160 Website: www.sunrisewealthpartners.com
What does Sunrise Wealth Partners do?

Sunrise Wealth Partners is an independent financial advisory firm that offers tailored services in wealth management, retirement planning, insurance planning, and corporate retirement planning. The firm focuses on understanding clients' specific needs and goals to provide personalized financial solutions. Their team of financial advisors is dedicat... ed to helping clients manage their investments and enhance their financial knowledge through various resources. Sunrise Wealth Partners operates in compliance with regulatory standards and is affiliated with Cambridge Investment Research for securities offerings.Read More

What are Sunrise Wealth Partners social media links?
Sunrise Wealth Partners Linkedin page
Is Sunrise Wealth Partners a public company?
Sunrise Wealth Partners is private company therefore does not currently have an official ticker symbol
See more information about Sunrise Wealth Partners

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