Coral Wealth Management, LLC

Overview

Coral Wealth Management, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. Its compensation mix includes asset-based fees alongside hourly and fixed-fee arrangements. Coral does not identify as an active ESG investor and is not structured as a capital allocator; instead it places client assets with third-party managers and custodians.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices