Overview
Assets Under Management: $115 million
Headquarters: MIAMI, FL
High-Net-Worth Clients: 37
Average Client Assets: $1.4 million
Frequently Asked Questions
CORAL WEALTH MANAGEMENT, LLC 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 #307117), CORAL WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
CORAL WEALTH MANAGEMENT, LLC is headquartered in MIAMI, FL.
CORAL WEALTH MANAGEMENT, LLC serves 37 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, CORAL WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
CORAL WEALTH MANAGEMENT, LLC manages $115 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, CORAL WEALTH MANAGEMENT, LLC 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
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.00%
Average Client Assets: $1.4 million
Total Client Accounts: 669
Discretionary Accounts: 669
Regulatory Filings
CRD Number: 307117
Filing ID: 2078917
Last Filing Date: 2026-03-30 15:15:57