Sunstate Wealth Management LLC

Overview

Sunstate Wealth Management LLC is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2021. The firm serves both individual and family clients as well as institutional clients and offers financial planning, portfolio management for individuals and small businesses, and management services for pooled investment vehicles. Its fee arrangements include AUM-based fees, hourly charges and fixed fees. The adviser does not identify as an active ESG investor and is not flagged as a multi-state adviser or pension consultant. The firm reports an industry affiliation with a banking or thrift institution, which is reflected in its custody relationships and balance composition described below. Sunstate is not listed as a capital allocator or related adviser in its filing.

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Location & Offices