COQUINA PRIVATE WEALTH LLC
Legal name: COQUINA PRIVATE WEALTH ADVISORS
CRD #333615 SEC #801-132012 PORT CHARLOTTE, FL 941-206-5120
SEC Registered
Total AUM
$392.1M
Discretionary
$392.1M
Employees
12
Clients
--
Accounts
1,541
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $392.1M | $392.1M | $0 | 12 | 0 |
| Jun 2025 | $392.1M | $392.1M | $0 | 12 | 0 |
| May 2025 | $0 | $0 | $0 | 12 | 0 |
| Apr 2025 | $0 | $0 | $0 | 12 | 0 |
| Apr 2025 | $0 | $0 | $0 | 12 | 0 |
| Feb 2025 | $0 | $0 | $0 | 12 | 0 |
| Jan 2025 | $0 | $0 | $0 | 12 | 0 |
DateNov 2025
Total AUM$392.1M
Discretionary$392.1M
Non-Disc.$0
Employees12
Clients0
DateJun 2025
Total AUM$392.1M
Discretionary$392.1M
Non-Disc.$0
Employees12
Clients0
DateMay 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateApr 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateApr 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateFeb 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateJan 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0