Coquina Private Wealth LLC
● SEC registered since 2025CRD 333615SEC# 801-132012Port Charlotte, FL
Reg. AUM
$417.6M
Employees
12
Accounts
1,519
Location
Port Charlotte, FL
Coquina Private Wealth LLC assets under management
Coquina Private Wealth LLC is a registered investment adviser overseen by the SEC based in Port Charlotte, FL. The firm has been registered since 2025. It reports $417.6 million in regulatory assets under management and employs 12 people.
Coquina Private Wealth LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Barbara Sue Wickman | Chief Operations Officer | Under 5% | 2024 |
| Joseph Percival Williams Control | Chief Financial Officer | 50-75% | 2021 |
| Laura Louise Amendola Control | Chief Executive Officer | 50-75% | 2021 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Coquina Private Wealth LLC manage?
Coquina Private Wealth LLC reports $417.6 million in regulatory assets under management on its Form ADV.
How many employees does Coquina Private Wealth LLC have?
Coquina Private Wealth LLC reports 12 employees.
Where is Coquina Private Wealth LLC located?
Coquina Private Wealth LLC is based in Port Charlotte, FL and has been SEC-registered since 2025.
Does Coquina Private Wealth LLC disclose fund performance?
Coquina Private Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 18501 Murdock Circle,, Suite 201, Port Charlotte, FL 33948 |
| Phone | 941-206-5120 |
| Fax | 941-206-5124 |
| Office hours | 9a.m. - 4:30p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$417.6M▲ 7%
Jun '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$417.6Mregulatory AUM
Discretionary $417.6M