SourcingSourcing

SUN FINANCIAL, INC.

C47
CRD 333404·SEC 801-131464·MIDVALE, UT
AUM
$217.5M
$100M-$500M
Est. Revenue
$2.2M
@ 1% on AUM
Est. EBITDA
$652K
@ 30% margin
Est. Deal Value
$5.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SUN FINANCIAL, INC.
CRD
333404
SEC file #
801-131464
EIN
900055260
DBA names
Presidio Wealth Management

Economics

AUM
$217.5M
AUM band
$100M-$500M
AUM trajectory
'25'26
$175.5M → $217.5M▲ +24%
Client mix
Individuals Other322
Individuals High Net Worth57
Pension Profit Sharing Plans1

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
MIDVALE UT
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
facebook.com/presidiowealthmanagement(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CHRISTIANSEN, SHANE, PARKER
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
CHRISTIANSEN, SHANE, PARKER
CHRISTIANSEN, CONNIE, HALVERSON
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:sun.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002067342
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-02
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0002067342-26-000003

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1571
Soi Zip Pct 200k Plus
0.0271
Soi Zip Returns 200k Plus
500
Soi Zip Total AGI
1,180,756
Fdic Zip Total Deposits
585,632,078,000
Fdic Zip Branch Count
346
Fdic Zip Top Banks
Ally Bank
Capmark Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

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
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
6967 S RIVER GATE DR, SUITE 102MIDVALE, UT 84047
Business
6967 S RIVER GATE DR, SUITE 102MIDVALE, UT 84047
Edgar EIN
900055260
Edgar Recent Filings
13F-HR2026-05-15 · 0002067342-26-000003
13F-HR2026-02-02 · 0002067342-26-000001
Fdic Zip Branches Raw
Key Bank of UtahMidvale, UT
Bank One, Utah, National AssociationMidvale, UT
Fdic Zip HHI
6152.88
Fdic Zip Top Bank Share Pct
78
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI59,312
Returns4,660
Stub 2
AGI199,693
Returns5,380
Stub 3
AGI215,428
Returns3,510
Soi Zip Total Business Income
23,102
Soi Zip Total Cap Gains
34,798
Soi Zip Total Dividends
8,587
Soi Zip Total Returns
18,460
Top Owner CRD
3002444
Trust Company Affiliate
No

People (4)

4
CHRISTIANSEN, SHANE, PARKER
IAR · Direct Owner · 87.5%
3002444
CHRISTIANSEN, CONNIE, HALVERSON
Executive Officer · 2.5%
6215721
ELIJAH CHRISTENSEN
IAR
5466872
CHAD D ANDERSON
IAR
3180213