Coquina Private Wealth Advisors
Coquina Private Wealth Advisors is an SEC-registered mass-market adviser in Port Charlotte, FL with $417.6M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Coquina Private Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 333615, SEC 801-132012, data through 2026-02-10.
- AUM (assets under management / regulatory AUM)
- $417.6M (2026-02-10)
- Firm type
- Mass-Market Adviser
- Location
- Port Charlotte, FL
- Employees
- 12
- Clients
- 1,519
- CRD
- 333615
- Ownership
- WICKMAN, BARBARA, SUE; Vanwelie, Leah, Ronnell; WILLIAMS, JOSEPH, PERCIVAL; AMENDOLA, LAURA, LOUISE
How much AUM does Coquina Private Wealth Advisors have?
Coquina Private Wealth Advisors reported $417.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-10).
Who owns Coquina Private Wealth Advisors?
Disclosed owners and executives of Coquina Private Wealth Advisors include WICKMAN, BARBARA, SUE, Vanwelie, Leah, Ronnell, WILLIAMS, JOSEPH, PERCIVAL, AMENDOLA, LAURA, LOUISE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.