PPrivate Fund Data Log in Join · $37/mo

Coral Wealth Management, LLC

● SEC registered since 2025CRD 307117SEC# 801-131934Miami, FL
Export (members)
Reg. AUM
$104.1M
Employees
2
Accounts
629
Location
Miami, FL

Coral Wealth Management, LLC assets under management

Coral Wealth Management, LLC is an investment advisory firm registered with the SEC based in Miami, FL. The firm has been registered since 2025. It reports $104.1 million in regulatory assets under management and employs 2 people.
www.coralwm.comView on SEC.gov ↗

Coral Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Dennis Coral ControlManaging Member/Chief Compliance OfficerOver 75%2017

Frequently asked questions

How much does Coral Wealth Management, LLC manage?

Coral Wealth Management, LLC reports $104.1 million in regulatory assets under management on its Form ADV.

How many employees does Coral Wealth Management, LLC have?

Coral Wealth Management, LLC reports 2 employees.

Where is Coral Wealth Management, LLC located?

Coral Wealth Management, LLC is based in Miami, FL and has been SEC-registered since 2025.

Does Coral Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address20801 Biscayne Blvd., Suite 403, Miami, FL 33180
Phone305-671-3914
Office hours9:00a.m. - 5:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$104.1M
Non-discretionary$0
Total (RAUM)$104.1M