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Duane Eatherly

Sunrise Wealth Management, LLC

Riverview, FL

CRD 2837702

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Employer firm

Sunrise Wealth Management, LLC CRD 159409

$9.62M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Sunrise Wealth Management, Llc

Riverview, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-11-12
  • FL RA
    APPROVED
    Since 2025-11-12

Branch Locations

Riverview, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sunrise Wealth Management Tmpa FL 12/2011 Present
  • 12/2011 → Present
    Sunrise Wealth Management
    Tmpa, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-12-16
  • S65 Uniform Investment Adviser Law Examination
    1996-12-16
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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