Fee-only adviser · Coral Gables, FL
Sunstate Wealth Management LLC
Sunstate Wealth Management LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Coral Gables, Florida. On its latest Form ADV, filed May 15, 2026, it reports $210M in regulatory assets under management, 5 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 317453 · SEC file 801-122830 |
| Office | 2901 S Lejeune Road Coral Gables, FL 33134 |
| Phone | (305) 567-5524 |
| Website | www.sunstatefl.com/Wealth-Management/Overview |
| Regulatory assets under management | $210M |
| Individual clients | 5 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 4 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | May 15, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Coral Gables
- Evensky & Katz/foldes Wealth Management $3.2B
- Invenio Wealth Partners, LLC $364M
- Azzendo Wealth Advisors $300M
- Meira Wealth $318M
- Entelevest, LLC $147M
- We Family Offices $17.8B
See all 39 fee-only advisers in Coral Gables →
Nearby
- Coconut Grove 2 firms
- South Miami 2 firms
- Miami 107 firms
- Key Biscayne 1 firm
- Miami Beach 9 firms
- Miami Shores 1 firm
- Palmetto Bay 2 firms
- North Bay Village 1 firm
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