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Sunnybranch Wealth LLC CRD 323075
$30.8M regulatory AUM 14 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Portland, OR • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-06-03 |
| WA | RA | APPROVED | 2025-09-12 |
| CA | RA | APPROVED | 2025-03-24 |
| TX | RA | APPROVED_RES | 2024-10-11 |
| OR | RA | APPROVED | 2022-09-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo | Portland | OR | 05/2016 | 10/2016 |
| Arnerich Massena | Portland | OR | 06/2017 | 08/2022 |
| Unemployed | Portland | OR | 10/2016 | 06/2017 |
| Sunnybranch Wealth Llc | Portland | OR | 08/2022 | Present |
| Sunnybranch Philanthropy Llc | Portland | OR | 03/2024 | Present |
1) Sunnybranch Philanthropy LLC; not investment-related; 8036 Northeast Oregon Street, Portland, OR 97213; firm providing philanthropic advice and guidance; Founder; 3/2024; 5 hours/month devoted; 5 hours/month during securities trading hours; provides philanthropic advice and guidance. 2) theSkimm, Inc.; not investment-related; 53 West 23rd Street, Floor 8, New York, NY 10010; digital media; Consultant; 11/2024; 3 hours/month devoted; 0 hours/month during securities trading hours; writes articles for newsletter on financial planning and charitable giving topics.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-01 |
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