Coral Wealth Management, LLC

Overview

Coral Wealth Management, LLC is an independent, limited liability registered investment adviser that became SEC-registered in 2025 and is owned by an individual. The firm focuses on individuals and families and offers fee arrangements that include a percentage of assets under management, hourly billing, and fixed fees. Its advisory services list financial planning, portfolio management for individuals and small businesses, and pension consulting among the services it provides. Coral Wealth Management does not identify as an active ESG investor and is not designated as a multi-state adviser or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices