Sundial Wealth LLC
sundialwealth.com Direct + LP
Sundial Wealth is a multi-family office and registered investment advisor that provides wealth planning, tax planning, and estate planning services to founders and their families. It also offers access to alternative investments including private equity, real estate, hedge funds, and venture capital.
Sundial Wealth LLC is a family office headquartered in Delray Beach, United States. It invests both directly in companies and in funds as a limited partner, in private equity, real estate, hedge funds and equities.
“We focus on battle-tested, non-correlated revenue streams run by managers with true strategy discipline.”
— Sundial Wealth LLC, own website
- Layer
- Direct + LP
- Type
- Family office
- Stage
- Unknown
- Headquarters
- Delray Beach, United States
- Sectors
- private equity, real estate, hedge funds, equities, venture
Where this comes from
Every fact above was read from a page Sundial Wealth LLC publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.
- https://www.sundialwealth.com/name, is_investor, layer, type, hq_country, hq_city, sectors, description, status
- https://www.sundialwealth.com/sundial-hedge-fundsthesis_quote, thesis_quote_page
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Record 5341 · added 2026-09-03 · link last verified 2026-09-06 · confidence medium
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