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| Happy Holidays!! thanks for using AUM13F!! |
| Sunstate Wealth Management LLC
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| CRD # | 317453 |
| SEC # | 801-122830 |
| CIK # | |
| AUM | $184.6 M (2025-03-28) |
| Employees | 4 (75% Investors, 25% Brokers) |
| Phone | 305-567-5524 |
| Address | 2901 S Lejeune Road Coral Gables, FL 33134 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 0.6 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 184.0 |
| (n) Other | 0 | 0.0 |
| Total | 6 | 184.6 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 6 | 184.6 |
| Total | 6 | 184.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 184.6 | |
| Total | 6 | 184.6 |
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|---|---|---|
|
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NY | 0.2 |
|
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KY | 0.2 |
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OR | 0.2 |
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CBM Financial LLC
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TX | 0.2 |
|
Black Point Wealth Management LLC
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0.2 | |
|
Emerald Bay Wealth Management LLC
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|
CA | 0.2 |
|
Spectrum Planning & Advisory Services Inc
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|
CA | 0.2 |
|
Radix Organization Inc
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NY | 0.2 |
|
Brian Low Financial Group LLC
✚
|
LA | 0.2 |