Lloyd DeVaux
Sunstate Wealth Management · Coral Gables, Florida
Lloyd DeVaux is a fee-only financial advisor at Sunstate Wealth Management in Coral Gables, Florida. Lloyd charges a percentage of assets (0.3%–1.2% a year of assets managed and a $100,000 asset minimum).
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Facts
| Firm | Sunstate Wealth Management |
|---|---|
| Based in | Coral Gables, Florida |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.3%–1.2% a year of assets managed · A $100,000 asset minimum |
| Assets under management | $209.8M across 6 accounts |
| SEC registration | Investment adviser representative in FL · CRD 7575323 |
| Exams passed | Series 65 (2025) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.sunstatefl.com/wealth-management/overview |
How Lloyd's firm compares
- Sunstate Wealth Management's average account is about $35.0 million, from its Form ADV (assets managed divided by 6 accounts).
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Questions about Lloyd
Is Lloyd DeVaux a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lloyd holds no broker registration, and Sunstate Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lloyd charge for financial advice?
Lloyd charges a percentage of assets.
How much does Lloyd charge?
According to Sunstate Wealth Management's website, checked October 30, 2026: 0.3%–1.2% a year of assets managed; a $100,000 asset minimum.
Where is Lloyd DeVaux based?
Lloyd DeVaux is based in Coral Gables, Florida.
Is Lloyd DeVaux registered with the SEC?
Yes. Lloyd DeVaux is registered as an investment adviser representative in FL (CRD 7575323), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sunstate Wealth Management manage?
Sunstate Wealth Management reports $209.8M across 6 accounts in assets under management.
How do I contact Lloyd DeVaux?
Through Lloyd's website, www.sunstatefl.com/wealth-management/overview.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Sunstate Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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