SUNSTATE WEALTH MANAGEMENT LLC
CRD #317453 SEC #801-122830 CORAL GABLES, FL 305-567-5524
SEC Registered
Total AUM
$202.9M
Discretionary
$0
Employees
4
Clients
0
Accounts
7
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $202.9M | $0 | $202.9M | 4 | 0 |
| Mar 2025 | $184.6M | $0 | $184.6M | 4 | 1 |
| Mar 2024 | $173.3M | $173.3M | $7.8K | 4 | 1 |
| Mar 2023 | $145.9M | $0 | $145.9M | 3 | 1 |
| Nov 2022 | $110M | $0 | $110M | 3 | 1 |
| Sep 2022 | $110M | $0 | $110M | 3 | 1 |
| Jun 2022 | $110M | $0 | $110M | 2 | 1 |
| Mar 2022 | $110M | $0 | $110M | 2 | 1 |
| Nov 2021 | $125M | $0 | $125M | 2 | 5 |
| Nov 2021 | $125M | $0 | $125M | 2 | 5 |
DateOct 2025
Total AUM$202.9M
Discretionary$0
Non-Disc.$202.9M
Employees4
Clients0
DateMar 2025
Total AUM$184.6M
Discretionary$0
Non-Disc.$184.6M
Employees4
Clients1
DateMar 2024
Total AUM$173.3M
Discretionary$173.3M
Non-Disc.$7.8K
Employees4
Clients1
DateMar 2023
Total AUM$145.9M
Discretionary$0
Non-Disc.$145.9M
Employees3
Clients1
DateNov 2022
Total AUM$110M
Discretionary$0
Non-Disc.$110M
Employees3
Clients1
DateSep 2022
Total AUM$110M
Discretionary$0
Non-Disc.$110M
Employees3
Clients1
DateJun 2022
Total AUM$110M
Discretionary$0
Non-Disc.$110M
Employees2
Clients1
DateMar 2022
Total AUM$110M
Discretionary$0
Non-Disc.$110M
Employees2
Clients1
DateNov 2021
Total AUM$125M
Discretionary$0
Non-Disc.$125M
Employees2
Clients5
DateNov 2021
Total AUM$125M
Discretionary$0
Non-Disc.$125M
Employees2
Clients5