Coral Wealth Management, LLC
● SEC registered since 2025CRD 307117SEC# 801-131934Miami, FL
Reg. AUM
$124.3M
Employees
2
Accounts
520
Location
Miami, FL
Coral Wealth Management, LLC assets under management
Coral Wealth Management, LLC is an investment advisory firm registered with the SEC based in Miami, FL. The firm has been registered since 2025. It reports $124.3 million in regulatory assets under management and employs 2 people.
Coral Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dennis Coral Control | Managing Member/Chief Compliance Officer | Over 75% | 2017 |
Frequently asked questions
How much does Coral Wealth Management, LLC manage?
Coral Wealth Management, LLC reports $124.3 million in regulatory assets under management on its Form ADV.
How many employees does Coral Wealth Management, LLC have?
Coral Wealth Management, LLC reports 2 employees.
Where is Coral Wealth Management, LLC located?
Coral Wealth Management, LLC is based in Miami, FL and has been SEC-registered since 2025.
Does Coral Wealth Management, LLC disclose fund performance?
Coral Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 20801 Biscayne Blvd., Suite 403, Miami, FL 33180 |
| Phone | 305-671-3914 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$124.3M▲ 23%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$124.3Mregulatory AUM
Discretionary $124.3M