Overview
Assets Under Management: $392 million
Headquarters: PORT CHARLOTTE, FL
High-Net-Worth Clients: 657
Average Client Assets: $408,127
Frequently Asked Questions
COQUINA PRIVATE WEALTH ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #333615), COQUINA PRIVATE WEALTH ADVISORS is subject to fiduciary duty under federal law.
COQUINA PRIVATE WEALTH ADVISORS is headquartered in PORT CHARLOTTE, FL.
COQUINA PRIVATE WEALTH ADVISORS serves 657 high-net-worth clients according to their SEC filing dated November 07, 2025. View client details ↓
According to their SEC Form ADV, COQUINA PRIVATE WEALTH ADVISORS offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
COQUINA PRIVATE WEALTH ADVISORS manages $392 million in client assets according to their SEC filing dated November 07, 2025.
According to their SEC Form ADV, COQUINA PRIVATE WEALTH ADVISORS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 657
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.39
Average High-Net-Worth Client Assets: $408,127
Total Client Accounts: 1,541
Discretionary Accounts: 1,541
Regulatory Filings
CRD Number: 333615
Filing ID: 2026352
Last Filing Date: 2025-11-07 13:08:30
Website: 4