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COQUINA PRIVATE WEALTH ADVISORS
Legal name: COQUINA PRIVATE WEALTH LLC
CRD 333615File 801-132012
APPROVED
Retail clients
Custody
Filing as of Feb 10, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$417.6M
Below cohort median (national)
Discretionary AUM
$417.6M
Clients
1,519
1,519 accounts
Employees
12
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Feb 26, 2025
- Principal office
- 18501 MURDOCK CIRCLE,, SUITE 201, PORT CHARLOTTE, FL, 33948
- Phone
- 941-206-5120
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $417.6M
- Discretionary AUM
- $417.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,519
- Non-discretionary accounts
- 0
- Total accounts
- 1,519
- AUM per client
- $275K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 18 | $13.3M |
| Charitable organizations | 4 | $5.1M |
| High net worth individuals | 651 | $264.7M |
| Pension and profit sharing plans | 9 | $3.7M |
| Individuals (other than high net worth individuals) | 837 | $130.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 1,541 | 1,519 | decreased by22 |
| Mar 1, 2026 | AUM | $392,071,937 | $417,576,947 | increased by$25,505,010 |
| Mar 1, 2026 | Accounts | 1,541 | 1,519 | decreased by22 |
| Dec 1, 2025 vs May 1, 2025 | Registration | APPROVED-120 | APPROVED | |
| Dec 1, 2025 vs May 1, 2025 | Custody | No | Yes | |
| Dec 1, 2025 vs May 1, 2025 | AUM | $0 | $392,071,937 | increased by$392,071,937 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 0 | 1,541 | increased by1,541 |
| May 1, 2025 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “COQUINA PRIVATE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“COQUINA PRIVATE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.