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SUNSTATE WEALTH MANAGEMENT LLC
CRD 317453 · SEC 801-122830
2901 S LEJEUNE ROAD, CORAL GABLES, FL, 33134, United States
Phone
305-567-5524
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$209.8M
Discretionary AUM
$0
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $1.6M |
| Corporations/business entities | 1 | $208.2M |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD