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Sunstate Wealth Management LLC

● SEC registered since 2021CRD 317453SEC# 801-122830Coral Gables, FL
Export (members)
Reg. AUM
$184.6M
Employees
4
Accounts
6
Location
Coral Gables, FL

Sunstate Wealth Management LLC assets under management

Sunstate Wealth Management LLC is an investment advisory firm registered with the SEC based in Coral Gables, FL. The firm has been registered since 2021. It reports $184.6 million in regulatory assets under management and employs 4 people.

Sunstate Wealth Management LLC owners & executives

8 reported
NameTitleOwnershipSince
Fabricio Caprio MacAstropa ControlManaging MemberUnder 5%2021
Kevin Anthony RoweChief Compliance OfficerUnder 5%2022
Lloyd Devaux ControlManaging MemberUnder 5%2021
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Frequently asked questions

How much does Sunstate Wealth Management LLC manage?

Sunstate Wealth Management LLC reports $184.6 million in regulatory assets under management on its Form ADV.

How many employees does Sunstate Wealth Management LLC have?

Sunstate Wealth Management LLC reports 4 employees.

Where is Sunstate Wealth Management LLC located?

Sunstate Wealth Management LLC is based in Coral Gables, FL and has been SEC-registered since 2021.

Does Sunstate Wealth Management LLC disclose fund performance?

Sunstate Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2901 S Lejeune Road, Coral Gables, FL 33134
Phone305-567-5524
Office hours9:00 a.m. - 5:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$184.6M
Total (RAUM)$184.6M