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PELICAN WEALTH ADVISORS, LLC
CRD 153972
27499 RIVERVIEW CENTER BLVD., #126, BONITA SPRINGS, FL, 34134, United States
Phone
239-985-4097
Fax
239-985-4099
Registration
— (—)
Source
State registered
Total AUM
$71.4M
Discretionary AUM
$71.4M
Team
4 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; SOLICITOR FEES
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 195 | $28.9M |
| High net worth individuals | 26 | $42.5M |
All web addresses on file
Official SEC filing: View on IAPD