Navigating To Sundial Wealth

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Sundial Wealth is a Registered Investment Advisor and a separate company.

Recent Allocations

Private Equity
Private Equity
Sep 30, 2025
Johnston's Surveying

100+ Year Old Surveying Firm in Florida

Commercial Real Estate
Commercial Real Estate
Feb 16, 2025
Auto Clubhouse

Ground-up luxury car garage communities

Private Equity
Private Equity
Jan 30, 2025
Sundial Advisory

A Local Office Accounting Roll Up

Hedge Funds
Hedge Funds
Dec 27, 2024
Mixed Use Development - Wash. DC

Purchase and entitlement of US military land with 2000 ft of waterfront for a mixed use development across 12 acres.

Alternatives

Private equity, real estate, hedge funds, equities, and venture.

Multi-Family Office

An invite-only multi-family office for founders and their families.

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