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CORAL WEALTH MANAGEMENT, LLC

CRD 307117 · SEC 801-131934

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20801 BISCAYNE BLVD., SUITE 403, MIAMI, FL, 33180, United States

Phone

305-671-3914

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$124.3M

Discretionary AUM

$124.3M

Team

2 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-12

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingHEALTH SAVING ACCOUNTS ADVISORY SERVICES

Client types

TypeClientsAUM
Individuals214$48.6M
High net worth individuals38$75.7M

States served

NH, FL

All web addresses on file

Official SEC filing: View on IAPD