Investment adviser · CRD 317453
SUNSTATE WEALTH MANAGEMENT LLC
Investment adviser filing (IA)
CORAL GABLES, FL, United States · Form ADV filed May 15, 2026
- Regulatory AUM
- $210M Form ADV · Item 5.F
- Client accounts
- 6 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Corporations & businesses | Fewer than 5 | $208,162,239 | 99.2% |
| Individuals | 5 | $1,600,180 | 0.8% |
Filing source
Form ADV 2106181 · May 15, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 15, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2901 S LEJEUNE ROADCORAL GABLES, FL, 33134, United States
CRD 317453
Filing source
Form ADV 2106181 · May 15, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.