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Coquina Private Wealth LLC

● SEC registered since 2025CRD 333615SEC# 801-132012Port Charlotte, FL
Export (members)
Reg. AUM
$392.1M
Employees
12
Accounts
1,541
Location
Port Charlotte, FL

Coquina Private Wealth LLC assets under management

Coquina Private Wealth LLC is a registered investment adviser overseen by the SEC based in Port Charlotte, FL. The firm has been registered since 2025. It reports $392.1 million in regulatory assets under management and employs 12 people.
www.coquinaprivatewealth.comView on SEC.gov ↗

Coquina Private Wealth LLC owners & executives

4 reported
NameTitleOwnershipSince
Barbara Sue WickmanChief Operations OfficerUnder 5%2024
Joseph Percival Williams ControlChief Financial Officer50-75%2021
Laura Louise Amendola ControlChief Executive Officer50-75%2021
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Frequently asked questions

How much does Coquina Private Wealth LLC manage?

Coquina Private Wealth LLC reports $392.1 million in regulatory assets under management on its Form ADV.

How many employees does Coquina Private Wealth LLC have?

Coquina Private Wealth LLC reports 12 employees.

Where is Coquina Private Wealth LLC located?

Coquina Private Wealth LLC is based in Port Charlotte, FL and has been SEC-registered since 2025.

Does Coquina Private Wealth LLC disclose fund performance?

Coquina Private Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address18501 Murdock Circle,, Suite 201, Port Charlotte, FL 33948
Phone941-206-5120
Fax941-206-5124
Office hours9a.m. - 4:30p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$392.1M
Non-discretionary$0
Total (RAUM)$392.1M