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COQUINA PRIVATE WEALTH ADVISORS
COQUINA PRIVATE WEALTH LLC
CRD 333615 · SEC 801-132012
18501 MURDOCK CIRCLE,, SUITE 201, PORT CHARLOTTE, FL, 33948, United States
Phone
941-206-5120
Fax
941-206-5124
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$417.6M
Discretionary AUM
$417.6M
Team
12 total employees; 8 advisory reps; 8 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 837 | $130.8M |
| High net worth individuals | 651 | $264.7M |
| Pension/profit sharing plans | 9 | $3.7M |
| Charitable organizations | 4 | $5.1M |
| Corporations/business entities | 18 | $13.3M |
States served
CA, GA, IL, NJ, NY, NC, OH, SC, VA, WV, WI, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD