Understanding Your Relationship With Us
Sunstate Wealth Management, LLC (“Sunstate Wealth”) is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC).
We are required to provide retail investors with a brief and easy-to-read summary of our services, fees, standards of conduct, and conflicts of interest.
This summary is called Form CRS (Customer Relationship Summary).
You can download our current Form CRS here:
Download Sunstate Wealth Management Form CRS
You may also find our Form CRS and additional information about our firm by visiting the SEC’s public site at: https://adviserinfo.sec.gov
Why This Document Matters
Form CRS helps you understand:
- The type of relationship and services we offer
- Our fees and costs
- Conflicts of interest
- Our obligations to you as an investment adviser
- Key questions you may want to ask your advisor
The document is designed to be clear and accessible for all retail investors, regardless of investment experience.
Additional Resources
For more detailed information about our firm, you may also review:
Contact Us
If you have questions about Form CRS or your advisory relationship, please contact us:
Sunstate Wealth Management, LLC
2901 S LeJeune Rd
Coral Gables, FL 33134
305-567-5524
info@sunstatewealth.com