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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 7, 2025
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Vanwelie, Leah, Ronnell | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Vanwelie, Leah, Ronnell | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Vanwelie, Leah, Ronnell | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Vanwelie, Leah, Ronnell | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Vanwelie, Leah, Ronnell | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Vanwelie, Leah, Ronnell | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Vanwelie, Leah, Ronnell | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WICKMAN, BARBARA, SUE | I | CHIEF OPERATIONS OFFICER | NA | |
| WICKMAN, BARBARA, SUE | I | CHIEF OPERATIONS OFFICER | NA | |
| WICKMAN, BARBARA, SUE | I | CHIEF OPERATIONS OFFICER | NA | |
| WICKMAN, BARBARA, SUE | I | CHIEF OPERATIONS OFFICER | NA | |
| WICKMAN, BARBARA, SUE | I | CHIEF OPERATIONS OFFICER | NA | |
| WICKMAN, BARBARA, SUE | I | CHIEF OPERATIONS OFFICER | NA | |
| WICKMAN, BARBARA, SUE | I | CHIEF OPERATIONS OFFICER | NA | |
| AMENDOLA, LAURA, LOUISE | I | CHIEF EXECUTIVE OFFICER | D | Control |
| AMENDOLA, LAURA, LOUISE | I | CHIEF EXECUTIVE OFFICER | D | Control |
| AMENDOLA, LAURA, LOUISE | I | CHIEF EXECUTIVE OFFICER | D | Control |
| AMENDOLA, LAURA, LOUISE | I | CHIEF EXECUTIVE OFFICER | D | Control |
| AMENDOLA, LAURA, LOUISE | I | CHIEF EXECUTIVE OFFICER | D | Control |
| AMENDOLA, LAURA, LOUISE | I | CHIEF EXECUTIVE OFFICER | D | Control |
| AMENDOLA, LAURA, LOUISE | I | CHIEF EXECUTIVE OFFICER | D | Control |
| WILLIAMS, JOSEPH, PERCIVAL | I | CHIEF FINANCIAL OFFICER | D | Control |
| WILLIAMS, JOSEPH, PERCIVAL | I | CHIEF FINANCIAL OFFICER | D | Control |
| WILLIAMS, JOSEPH, PERCIVAL | I | CHIEF FINANCIAL OFFICER | D | Control |
| WILLIAMS, JOSEPH, PERCIVAL | I | CHIEF FINANCIAL OFFICER | D | Control |
| WILLIAMS, JOSEPH, PERCIVAL | I | CHIEF FINANCIAL OFFICER | D | Control |
| WILLIAMS, JOSEPH, PERCIVAL | I | CHIEF FINANCIAL OFFICER | D | Control |
| WILLIAMS, JOSEPH, PERCIVAL | I | CHIEF FINANCIAL OFFICER | D | Control |
Registrations
Federal
IA
Nov 7, 2025 REGISTERED
Notice Filings (14)
CA CT FL GA IL NC NJ NY OH SC TX VA WI WV
Address
18501 MURDOCK CIRCLE,SUITE 201
PORT CHARLOTTE, FL 33948
United States
Phone: 941-206-5120