BBB Business Review

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Sunrise Wealth Management, LLC

(520) 399-74775151 E Broadway Blvd STE 1600, TucsonAZ 85711-3777http://www.sunrisewm.com

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BBB Accreditation

Sunrise Wealth Management, LLC is not BBB Accredited.

Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.

To be accredited by BBB, a business must apply for accreditation and BBB must determine that the business meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses must pay a fee for accreditation review/monitoring and for support of BBB services to the public.

Reason for Rating

BBB rating is based on 13 factors. Get the details about the factors considered.

Factors that raised Sunrise Wealth Management, LLC's rating include:

  • Length of time business has been operating.
  • No complaints filed with BBB.

Customer Complaints Summary

0 complaints closed with BBB in last 3 years | 0 closed in last 12 months
Complaint TypeTotal Closed Complaints
Advertising / Sales Issues0
Billing / Collection Issues0
Problems with Product / Service0
Delivery Issues0
Guarantee / Warranty Issues0
Total Closed Complaints 0

Customer Reviews Summary Read customer reviews

0 Customer Reviews Customer Reviews on Sunrise Wealth Management, LLC

Customer Experience Total Customer Reviews
Positive Experience
Neutral Experience
Negative Experience
Total Customer Reviews 0 Customer Reviews

Additional Information

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BBB file opened: 12/30/2013Business started: 05/01/2005
Licensing, Bonding or Registration

This company is in an industry that may require licensing, bonding or registration in order to lawfully do business. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

These agencies may include:

AZ Corporation Commission - Securities
1300 W Washington
Phoenix, AZ 85007
(866) 837-4399
http://www.cc.state.az.us/Divisions/Securities

Arizona Department of Insurance
2910 N 44th St Ste 210
Phoenix, AZ 85018-7269
(800) 325-2548
http://www.id.state.az.us

BBB records show a license number of CRD 120385 for this company, issued by AZ Corporation Commission - Securities. Their web address is http://www.cc.state.az.us/Divisions/Securities.

BBB records show a license number of CRD 3229901 for this company, issued by AZ Corporation Commission - Securities. Their web address is http://www.cc.state.az.us/Divisions/Securities.

BBB records show a license number of 75044 for this company, issued by Arizona Department of Insurance. Their web address is http://www.id.state.az.us.

Type: Department of Insurance

Type of Entity

Limited Liability Corporation

Contact Information
Principal: Mr. Nicholas Healy (Partner)
Number of Employees

5

Business Category

Financial Planning Consultants, Investment Management

As a matter of policy, BBB does not endorse any product, service or business.

BBB Business Reviews are provided solely to assist you in exercising your own best judgment. Information in this BBB Business Review is believed reliable but not guaranteed as to accuracy.

BBB Business Reviews generally cover a three-year reporting period. BBB Business Reviews are subject to change at any time.

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What is a BBB Business Review?

We offer free reviews on businesses that include background, licensing, consumer experience and other information such as governmental actions that is known to BBB. These reviews are provided for businesses that are BBB accredited and also for businesses that are not BBB accredited.

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BBB Reporting Policy

As a matter of policy, BBB does not endorse any product, service or business.

BBB Business Reviews are provided solely to assist you in exercising your own best judgment. Information in this BBB Business Review is believed reliable but not guaranteed as to accuracy.

BBB Business Reviews generally cover a three-year reporting period. BBB Business Reviews are subject to change at any time.