RIA Intelligence

CORAL WEALTH MANAGEMENT, LLC

CRD #307117 SEC #801-131934 MIAMI, FL 305-671-3914
SEC Registered
Total AUM
$104.1M
Discretionary
$104.1M
Employees
2
Clients
0
Accounts
629

Firm Details

Organization Type
Limited Liability Company
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 13, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CORAL, DENNISIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
CORAL, DENNISIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Feb 13, 2025 REGISTERED

Notice Filings (1)

FL

Address

20801 BISCAYNE BLVD.
SUITE 403
MIAMI, FL 33180
United States
Phone: 305-671-3914