Sunstate Wealth Management LLC
● SEC registered since 2021CRD 317453SEC# 801-122830Coral Gables, FL
Reg. AUM
$209.8M
Employees
4
Accounts
6
Location
Coral Gables, FL
Sunstate Wealth Management LLC assets under management
Sunstate Wealth Management LLC is an investment advisory firm registered with the SEC based in Coral Gables, FL. The firm has been registered since 2021. It reports $209.8 million in regulatory assets under management and employs 4 people.
Sunstate Wealth Management LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Fabricio Caprio MacAstropa Control | Managing Member | Under 5% | 2021 |
| Gustavo C. Farhat Control | Managing Director | Under 5% | 2025 |
| Kevin Anthony Rowe | Chief Compliance Officer | Under 5% | 2022 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Sunstate Wealth Management LLC manage?
Sunstate Wealth Management LLC reports $209.8 million in regulatory assets under management on its Form ADV.
How many employees does Sunstate Wealth Management LLC have?
Sunstate Wealth Management LLC reports 4 employees.
Where is Sunstate Wealth Management LLC located?
Sunstate Wealth Management LLC is based in Coral Gables, FL and has been SEC-registered since 2021.
Does Sunstate Wealth Management LLC disclose fund performance?
Sunstate Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2901 S Lejeune Road, Coral Gables, FL 33134 |
| Phone | 305-567-5524 |
| Office hours | 9:00 a.m. - 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$209.8M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$209.8Mregulatory AUM
Discretionary $0Non-discretionary $209.8M