SUN FINANCIAL, INC.
DBA: PRESIDIO WEALTH MANAGEMENT
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $217.5M |
| Discretionary | $206.7M95% of AUM |
| Non-Discretionary | $10.7M |
| Client Accounts | 903 |
| Avg Account Size | $241K |
| Employees | 5 |
| Peak AUM | $217.5MMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $217M | +23.9% | — | — | |
| Discretionary AUM | $207M | ||||
Key Metrics
| Total AUM | $217.5M |
| Discretionary | $206.7M |
| Employees | 5 |
| Client Accounts | 903 |
| Client Range | 11-25 |
Contact & Location
Address
6967 SOUTH RIVER GATE DRIVE
MIDVALE UT 84047
Phone
801-290-3201
Filing History
7 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$207M
95.1% of AUM
Non-Discretionary
$11M
4.9% of AUM
Disc. mix ▼ 4.9pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer CustodySurprise Exam
Structure
No related registrations reported