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| Keyboard |
| Sunstate Wealth Management LLC
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|---|---|
| CRD # | 317453 |
| SEC # | 801-122830 |
| CIK # | |
| AUM | 209.8 M (2026-05-15) |
| Employees | 4 (75% Investors, 25% Brokers) |
| Phone | 305-567-5524 |
| Address | 2901 S Lejeune Road Coral Gables, FL 33134 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 1.6 |
| (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 | 208.2 |
| (n) Other | 0 | 0.0 |
| Total | 6 | 209.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 6 | 209.8 |
| Total | 6 | 209.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 209.8 | |
| United States Persons | 0.0 | |
| Total | 6 | 209.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Succession Financial Inc
✚
|
TX | 210.3 M |
|
Smart Portfolios LLC
✚
|
WA | 210.3 M |
|
Atlantic Family Wealth LLC
✚
|
FL | 210.1 M |
|
Daniel Investment Group Inc
✚
|
MI | 210.1 M |
|
CornerStone Securities LLC
✚
|
KS | 210.0 M |
|
Huffman & Ross Wealth Management LLC
✚
|
WV | 210.0 M |
|
Williams Financial LLC
✚
|
VT | 209.9 M |
|
Advisory Investor Services LLC
✚
|
FL | 209.9 M |
|
Runde & Co LLC
✚
|
WA | 209.5 M |
|
Babb Wealth Advisors LLC
✚
|
AZ | 209.4 M |