Sundial Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers. The firm advises 1 private fund.
Sundial Wealth reports 58 clients. They include 51 high-net-worth individuals and 7 individual clients. Of its assets, 100.0% ($126M across 113 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 12% | <1% |
| High-net-worth individuals | 88% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 7 | $547K | 0.4% | $78.1K |
| High-net-worth individuals | 51 | $125M | 99.6% | $2.46M |
| Total | 58 | $126M | 100% | $2.17M |
- Clients
- 7
- Regulatory AUM
- $547K
- AUM share
- 0.4%
- Avg. per client
- $78.1K
- Clients
- 51
- Regulatory AUM
- $125M
- AUM share
- 99.6%
- Avg. per client
- $2.46M
Total
- Clients
- 58
- Regulatory AUM
- $126M
- AUM share
- 100%
- Avg. per client
- $2.17M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 0
Sundial Wealth is paid through a percentage of assets under management, hourly charges and performance-based fees. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Hourly fee of $500 per hour, with an estimate of overall cost given before engaging; fees for a financial plan are due on delivery of the completed plan.
Speculare B LLC owns 50% to 75% of Sundial Wealth and is in turn owned by Paul Babij (75% or more). The leadership team of Sundial Wealth includes Chief Compliance Officer Paul Babij. It has 3 employees, 1 of them in advisory roles.
Staff
- 3 employees
- 1 in advisory functions
- 1 state-registered rep
- Owns 50% to 75% of Sundial Wealth LLC
Speculare B LLC
Control person · since November 2022
- Owns 75% or more of Speculare B LLC
Paul Babij
Control person · since December 2018
- Owns 50% to 75% of Sundial Wealth LLC
True North Capital, LLC
Control person · since January 2024
- Owns 75% or more of True North Capital, LLC
Andrew Hill
Control person · since July 2013
Besides its headquarters, Sundial Wealth has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 904 Se 5th Avenue, Delray BeachHQ
Contact and registration details
- Legal name
- Sundial Wealth LLC
- Headquarters
- 904 Se 5th Avenue, Delray Beach, FL 33483
- Website
- sundialwealth.com
- Phone
- 561-302-4371
- SEC file
- 801-135014
- Structure
- Florida LLC
- Fiscal year end
- December
Sundial Wealth’s named custodian for separately managed accounts is Charles Schwab ($61.1M). Sundial Wealth has custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $61.1M100%
At year end, Sundial Wealth’s separately managed accounts were mostly in funds (79%) and stocks (19%).
What the accounts hold
- Stocks19%
- Funds79%
- Pooled vehicles67%
- Registered funds12%
- Bonds3%
- Cash1%
- Other1%
- Derivatives1%
How many clients does Sundial Wealth have?
Sundial Wealth has 58 clients and manages $126 million for them, as of July 2026. They include 51 high-net-worth individuals and 7 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 July 2026
What services does Sundial Wealth offer?
Sundial Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Sundial Wealth use?
Sundial Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $61.1M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 July 2026
How many financial advisors does Sundial Wealth have?
Sundial Wealth has 1 investment adviser representative registered with state securities authorities, out of 3 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Sundial Wealth invest in?
At the end of its last fiscal year, Sundial Wealth’s separately managed accounts held 67% pooled vehicles (private funds and similar), 19% exchange-traded equities, 12% registered funds (mutual funds, ETFs, BDCs), 3% U.S. government and agency bonds, 1% derivatives and 1% cash and equivalents. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Sundial Wealth?
Sundial Wealth is owned through holding companies by Paul Babij and Andrew Hill. Its direct owners are Speculare B LLC (50% to 75%) and True North Capital, LLC (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 1 July 2026
How does Sundial Wealth get paid?
Sundial Wealth is paid through a percentage of assets under management, hourly charges and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Sundial Wealth?
Sundial Wealth’s main office is at 904 Se 5th Avenue, Delray Beach, FL 33483. Its phone number is 561-302-4371. Its website is sundialwealth.com.