The SUNSTATE WEALTH MANAGEMENT is a privately held investment adviser that advises $209.76mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. SUNSTATE WEALTH MANAGEMENT is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 90.69% over the last 4-years.
The Group has been registered with the SEC for 4.65 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 2901 S LEJEUNE ROAD, CORAL GABLES, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 4 employees comprised of 3 investment and 1 non-investment staff. The total number of Employees increased by 100% over the last 4-years.
Their $209.76mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 1 other account. Assets of Corporations or Other Businesses clients own $208.16mn or 99.24% of Total Assets and Individuals own $1.6mn or 0.76% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 2 types of clients, top clients are Corporations or Other Businesses and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
SUNSTATE WEALTH MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.