Summary

Sunrise Wealth Partners

Founded in 2014

Description

Sunrise Wealth Partners is a financial services company that offers a range of products and services to help individuals and businesses achieve their financial goals. They provide investment advice and guidance, as well as access to a variety of invest...

Strengths

  • Sunrise Wealth Partners has a strong market share in their industry

Weaknesses

  • Revenue generated per employee is less than the industry average

Annual Revenue

Sunrise Wealth Partners's annual revenue

$3411000

Based on Kona Equity data

  • Revenue per employee

    $426375

  • Annual revenue growth since founding

    $341100

Employee Count

8 employees

Executives

Don Megliola

Senior Managing Partner

d**@sunrisewealthpartners.com

Robert Freck

Independent Financial Advisor

r**@sunrisewealthpartners.com

Brian Bloxom

Independent Financial Representative

b**@sunrisewealthpartners.com

Mark Menzel

Financial Advisor

m**@sunrisewealthpartners.com

Meredith Hazen

Independent Financial Advisor

m**@sunrisewealthpartners.com

David Smith

Financial Advisor

d**@sunrisewealthpartners.com

G Score - 1

The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.

  • G1 Revenue is greater than the industry median.

Location

12007 Sunrise Valley Dr Ste 310 380
Reston, VA  20191

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Key Information

  • SIC: 62; 628
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with Sunrise Wealth Partners.

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Frequently Asked Questions

Where is Sunrise Wealth Partners located?

Sunrise Wealth Partners's headquarters are located at 12007 Sunrise Valley Dr Ste 310 380 Reston, VA  20191.


What is Sunrise Wealth Partners's official website?

Sunrise Wealth Partners's official website is sunrisewealthpartners.com


What is Sunrise Wealth Partners's revenue?

Sunrise Wealth Partners's annual revenue is $3.4 M.


What is Sunrise Wealth Partners's SIC code?

Sunrise Wealth Partners's SIC: 62; 628


How many employees does Sunrise Wealth Partners's have?

Sunrise Wealth Partners has 8 employees


What industry does Sunrise Wealth Partners belong to?

Sunrise Wealth Partners is in the industry of Investment management.

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