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SUNSTATE WEALTH MANAGEMENT LLC

CORAL GABLES, FL · CRD 317453 · IAPD ↗ · sunstatefl.com · 305-567-5524

$209.8MRegulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
December 2025 — SUNSTATE WEALTH MANAGEMENT LLC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.