SUNSTATE WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- CORAL GABLES, Florida
- CRD number
- 317453
- Registered since
- December 7, 2021
- Custodians
- SUNSTATE BANK
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Corporations / Businesses99.24%
- Individuals0.76%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Sunstate Wealth Management LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. The firm serves high-net-worth individuals, families and institutional clients, offering financial planning and portfolio management for individuals/small businesses as well as management for pooled investment vehicles. Its fee schedule includes asset-based fees, hourly billing and fixed-fee arrangements. The firm does not present itself as an active ESG investor or a multi-state adviser, and it is not identified as a capital allocator or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds90%
- Cash & Cash Equivalents7%
- Investment Grade Corp Bonds2%
- Exchange Traded Equities1%
Owners & executives
3 of 3KEVIN ROWE
Chief Compliance OfficerCRD 4641264
FABRICIO MACASTROPA
EVP & Chief Financial OfficerCRD 7462121
Llyod DeVaux
President and CEOCRD 7575323
Contacts
1 of 1GUSTAVO FARHAT
Managing DirectorCRD 6014247
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CORAL GABLES, FL
MIAMI DADE
Location
CORAL GABLES, FL
Headquartered in CORAL GABLES, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 2901 S Le Jeune Rd
- Time zone
- ET (UTC-5)
- Office locations
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