Sunstate Wealth Management LLC
Sunstate Wealth Management LLC is an SEC-registered wealth manager in Coral Gables, FL with $209.8M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Sunstate Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 317453, SEC 801-122830, data through 2026-05-15.
- AUM (assets under management / regulatory AUM)
- $209.8M (2026-05-15)
- Firm type
- Wealth Manager
- Location
- Coral Gables, FL
- Employees
- 4
- Clients
- 6
- CRD
- 317453
- Ownership
- SUNSTATE BANCSHARES INC.; MACASTROPA, FABRICIO, CAPRIO; MACASTROPA, FABRICIO; Devaux, Lloyd; ROWE, KEVIN, ANTHONY
How much AUM does Sunstate Wealth Management LLC have?
Sunstate Wealth Management LLC reported $209.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-15).
Who owns Sunstate Wealth Management LLC?
Disclosed owners and executives of Sunstate Wealth Management LLC include SUNSTATE BANCSHARES INC., MACASTROPA, FABRICIO, CAPRIO, MACASTROPA, FABRICIO, Devaux, Lloyd, ROWE, KEVIN, ANTHONY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.