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Building 2SUNSTATE WEALTH MANAGEMENT LLC

Map pinCORAL GABLES, FL
Phone305-567-5524
NotebookSEC #801-122830
Total AUM
$209.8M
Employees
4
Clients
6

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2901 S LEJEUNE ROAD
CORAL GABLES
FL 33134
United States
Operating Hours
9:00 AM - 5:00PM
Monday - Friday
Phone
305-567-5524

ReceiptFinancials

Total AUM
$209.8M
Accounts
6
Discretionary
$0
Accounts
0
Non-Discretionary
$209.8M
Accounts
6

ContactClients

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Individual Clients
5
AUM
$1.6M
Corporation or Business Clients
1
AUM
$208.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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