Coral Wealth Management, LLC
Coral Wealth Management, LLC is an SEC-registered mass-market adviser in Miami, FL with $124.3M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Coral Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 307117, SEC 801-131934, data through 2026-06-12.
- AUM (assets under management / regulatory AUM)
- $124.3M (2026-06-12)
- Firm type
- Mass-Market Adviser
- Location
- Miami, FL
- Employees
- 2
- Clients
- 252
- CRD
- 307117
- Ownership
- CORAL, DENNIS
How much AUM does Coral Wealth Management, LLC have?
Coral Wealth Management, LLC reported $124.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-12).
Who owns Coral Wealth Management, LLC?
Disclosed owners and executives of Coral Wealth Management, LLC include CORAL, DENNIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.