SourcingSourcing

SUNFLOWER WEALTH ADVISORS LLC

C29
CRD 269963·SEC 801-106482·SALINA, KS
AUM
$812.8M
$500M-$1B
Est. Revenue
$8.1M
@ 1% on AUM
Est. EBITDA
$2.4M
@ 30% margin
Est. Deal Value
$19.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SUNFLOWER WEALTH ADVISORS LLC
CRD
269963
SEC file #
801-106482
EIN
—
DBA names
—

Economics

AUM
$812.8M
AUM band
$500M-$1B
AUM trajectory
'20'26
$558.7M → $812.8M▲ +45%
Client mix
Banking Institutions1

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
2 advisors → 3 advisors▲ +50%
Primary office
SALINA KS
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — businesses
Fee basis
Other Compensation

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
linkedin.com/company/sunflower-wealth-advisors(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FIRSTSUN CAPITAL BANCORP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
FIRSTSUN CAPITAL BANCORP
KIRSCHNER, CHARLES, PAUL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (5)

5
KIRSCHNER, CHARLES, PAUL
Executive Officer · 2.5%
3038287
JOHN EMERY SAWYER
Executive Officer · 2.5%
2398228
MATTHEW JAMES HENDERSON
IAR
2565726
Michael Atticus Berens
IAR
7934992
ERIC MICHAEL MICHELI
IAR
6072131