|
⚲
|
| Sunstate Wealth Management LLC
✚
| |
|---|---|
| CRD # | 317453 |
| SEC # | 801-122830 |
| CIK # | |
| AUM | $173.3 MM (2024-03-22) |
| Employees | 4 (75% Investors, 25% Brokers) |
| Phone | 305-567-5524 |
| Address | 2901 S Lejeune Road Coral Gables, FL 33134 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 173.3 |
| (n) Other | 0 | 0.0 |
| Total | 17 | 173.3 |
| By Discretionary | ||
| Discretionary | 1 | 173.3 |
| Non-Discretionary | 16 | 0.0 |
| Total | 17 | 173.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 173.3 | |
| Total | 17 | 173.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
The Holben Group LLC
✚
|
CO | 0.2 |
|
DH Hill Advisors Inc
✚
|
TX | 0.2 |
|
WD Rutherford LLC
✚
|
OR | 0.2 |
|
Keene & Associates Inc
✚
|
TX | 0.2 |
|
Robinson Value Management Ltd
✚
|
TX | 0.2 |
|
Brown Wealth Management LLC
✚
|
IL | 0.2 |
|
Terraform Wealth LLC
✚
|
TX | 0.2 |
|
Kohlhepp Investment Advisors Ltd
✚
|
PA | 0.2 |
|
ACME Jack Investments LLC
✚
|
OH | 0.2 |
|
McAlister Sweet & Associates Inc
✚
|
TX | 0.2 |