# Sundial Wealth LLC: new SEC registration, $126M AUM, Delray Beach, FL

**Score:** 45/100

| Field | Value |
|---|---|
| Firm | Sundial Wealth LLC |
| Legal name | Sundial Wealth LLC |
| CRD | 321900 |
| Status | Approved |
| Registered with the SEC | 2026-01-02 |
| Latest Form ADV filing | 2026-07-01 |
| Location | Delray Beach, FL, United States |
| Regulatory AUM | $125,789,000 |
| Accounts | 113 |
| Employees | 3 |
| Website | https://www.sundialwealth.com/ |

## Why this score
- $126M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/321900). Last refreshed: 2026-10-28T20:49:58.746Z.
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.