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Sundial Wealth

Multifamily office listing in Delray Beach, Florida, United States.

  • SEC-registered
Regulatory AUM
$126 million
Employees
3
Clients
0
SEC CRD
321900

A multi-family office serving founders and their families with private-market access, custom planning, and concierge support.1

Overview

Sundial Wealth presents itself as a multi-family office for founders and their families. Its Member Families receive private access to deal flow, deep diligence, and concierge services. Sundial Wealth LLC is listed in the SEC Investment Adviser Public Disclosure system with an effective date of January 2, 2026, under CRD number 321900.13

History

Founder Andy Hill developed Sundial after a liquidity event and later partnered with portfolio manager Greg Babij. Hill and Babij initially built the firm for their own needs before friends and other families sought co-investment opportunities.2

Leadership

Andy Hill is Founder and CEO. Greg Babij is Founder and CIO. Daniel Longhi serves as Ventures Founder and Managing Partner, and Truman Brooks is Ventures Co-Founder and Head of Partnerships.2

Services

Sundial offers exclusive alternatives access, custom wealth planning, integrated tax planning, and estate planning. Its private-market opportunities include direct buyouts, real assets, hedge strategies, and early-stage innovation.1

The firm lists alternatives across private equity, real estate, hedge funds, equities, and venture investments.2

What the firm offers

  • Investment management
  • Financial planning
  • Tax planning
  • Estate planning
  • Administration and bill pay
  • Private and alternative investments

Client Focus

Sundial describes its clients as a select group of value-aligned families. It designs custom capital plans intended to support multigenerational wealth.1

Approach

Sundial describes its investment approach as combining rigorous underwriting, disciplined execution, capital preservation, and long-term alpha.2

By the numbers

Clients by type (2026)High net worth individuals51Individuals7
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 321900. "<5" means the firm reported fewer than 5 clients of that type. As of .
Clients by type
Client typeClients (2026)
Individuals7
High net worth individuals51

Ranks #23 of 23 SEC-registered firms in FL on MultifamilyOffices.com by regulatory AUM.

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 321900. Ranking uses only firms profiled on MultifamilyOffices.com. As of .

FAQs

What type of firm is Sundial Wealth?

Sundial Wealth presents itself as a multi-family office for founders and their families, combining investment access with planning and concierge services.1

What investment opportunities does Sundial offer?

The firm says it accesses private-market opportunities including direct buyouts, real assets, hedge strategies, and early-stage innovation. It also lists private equity, real estate, hedge funds, equities, and venture investments among its alternatives.12

Who leads Sundial Wealth?

Andy Hill is Founder and CEO, while Greg Babij is Founder and CIO. The ventures team includes Daniel Longhi as Ventures Founder and Managing Partner and Truman Brooks as Ventures Co-Founder and Head of Partnerships.2

  • LocationMultifamily offices in Florida

    This Florida-focused directory helps a family or business owner compare the types of multi-family offices serving the state. It provides regional context for evaluating services such as investment management, tax and estate planning, administration, and access to private or alternative investments when considering a firm like Sundial Wealth.

  • Network siteEstatePlanner.com

    EstatePlanner.com offers plain-language guides on wills, trusts, and related decisions. A reader considering Sundial Wealth can use these materials to prepare questions about estate planning, family governance, tax considerations, and how planning may fit alongside investment management and ongoing administration.

  • Network siteFamilyBusinesses.com

    FamilyBusinesses.com combines a directory with playbooks for family-owned companies. Owners considering Sundial Wealth may find it useful for thinking through succession, ownership structures, liquidity events, and the planning needs that arise when business decisions affect both the company and the wider family.

  • GuideMFO fee models compared

    This fee-model comparison explains common ways multi-family offices charge for their work. Reviewing it can help a prospective client ask how investment management, financial planning, tax planning, estate work, bill pay, and private investment support may be priced and what services are included.

  • Similar firmsLegacy Family Office, LLC
    Adi Dassler International Family Office
    Barclay Breland Family Office

    Profiles of Legacy Family Office, LLC, Adi Dassler International Family Office, and Barclay Breland Family Office offer additional points of comparison on this site. A family or business owner can review their stated services, client focus, and location alongside Sundial Wealth's focus on founders, families, planning, administration, and private-market access.

Sources

  1. Sundial Wealth
  2. Sundial About
  3. SEC Investment Adviser Public Disclosure: Sundial Wealth LLC

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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