Data / Investment advisers / Florida / Sunstate Wealth Management LLC
Sunstate Wealth Management LLC, Coral Gables, FL: $210 million AUM, SEC registered investment adviser
Sunstate Wealth Management LLC is an SEC registered investment adviser with its main office in Coral Gables, Florida and reports $210 million in regulatory assets under management in its Form ADV filed May 15, 2026. Its clients include corporations and other businesses and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 317453
- SEC file number
- 801-122830
- SEC status
- Approved, effective December 7, 2021
- Main office
- 2901 S Lejeune Road, Coral Gables, FL 33134
- Phone
- (305) 567-5524
- Website
- sunstatefl.com
- Regulatory AUM
- $209,762,419 in the Form ADV filed May 15, 2026
- Non discretionary AUM
- $209,762,419
- Accounts
- 6
- Employees
- 4, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 15, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Corporations or other businesses | 1 | $208.2 million |
| Individuals (other than high net worth individuals) | 5 | $1.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $209.8 million | March 30, 2026 |
| December 1, 2025 | $202.9 million | October 17, 2025 |
Other advisers in Coral Gables
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Angelus Investment Consulting, Inc. | Coral Gables | $226 million | Not listed | adviserinfo.sec.gov |
| Dragus Capital, LLC | Coral Gables | $225.9 million | Not listed | adviserinfo.sec.gov |
| Lynx Advisory Partners | Coral Gables | $221.4 million | Not listed | adviserinfo.sec.gov |
| Mara River Capital Management, LP | Coral Gables | $217.7 million | 1 | adviserinfo.sec.gov |
| Atlantic Family Wealth, LLC | Coral Gables | $210.1 million | Not listed | adviserinfo.sec.gov |
| Shellman Investment Management, LLC | Coral Gables | $209.6 million | Not listed | adviserinfo.sec.gov |
| Bradesco Global Advisors | Coral Gables | $181.5 million | Not listed | adviserinfo.sec.gov |
| Altura Capital | Coral Gables | $159.5 million | 4 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Coral Gables, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving corporations and other businesses
- Advisers serving individuals
- Sunstate Wealth Management LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.