Coquina Private Wealth Advisors
Firm details
- Headquarters
- Port Charlotte, Florida
- CRD number
- 333615
- Registered since
- February 26, 2025
- Website
- www.coquinaprivatewealth.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI63.4%
- Individuals31.32%
- Corporations / Businesses3.18%
- Charitable Organizations1.22%
- Pension & Profit Sharing Plans0.88%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Coquina Private Wealth Advisors is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (2025) and identified as an individual-owned capital allocator serving both individual/family and institutional clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, pension consulting-related activity and the selection of other advisers. Fee arrangements include percentage-of-AUM billing alongside fixed fees. Coquina does not describe itself as an active ESG investor and is not listed as a multi-state adviser; it also reports no related adviser relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Cash & Cash Equivalents16%
- Exchange Traded Equities13%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
3 of 4
Leah Van Welie
Chief Compliance OfficerCRD 2343899
Laura Amendola
Principal and Chief Executive OfficerCRD 2499428
Barbara Wickman
Chief Operating OfficerCRD 2850107
Contacts
3 of 4
Walter Mortimer
Private Wealth ManagerCRD 1908992
Stephen Cook
Investment Advisor RepresentativeCRD 835712
Joseph Williams
PrincipalCRD 467975
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$95.1M in ETFs
95%
$90.4M
4%
$4.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $38.7M | 235,715 | 40.72% |
Location
Port Charlotte, FL
Charlotte
Location
Port Charlotte, FL
Headquartered in Port Charlotte, FL, anchoring the North Port-Sarasota, FL metro in the South.
- Metro area
- North Port-Sarasota, FL
- Region
- South
- County
- Charlotte
- Address
- 18501 Murdock Cir
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Ideal Retirement Solutions
RIAPort Charlotte, FL
Amerigo Asset Management Corporation
RIAPort Charlotte, FL
Quantum Private Wealth, LLC
RIATampa, FL
Miller Value Partners, LLC
RIASarasota, FL
Seven Mile Advisory LLC
RIATallahassee, FL
Strategic Asset Management Group Advisors
RIAPompano Beach, FL