CRD: 333615
Coquina Private Wealth Advisors
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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-01-2024
- Office Locations
- 4
Office Locations
About Coquina Private Wealth Advisors
Coquina Private Wealth Advisors is an SEC-registered RIA delivering boutique, goals-based wealth management and advanced planning. The team provides financial and retirement planning, portfolio management, estate/charitable and business planning, and risk management, coordinating with clients’ tax, legal, and insurance professionals. Client focus includes business owners, families, pre-retirees, retirees, and widows, with dedicated Wealthcare4Widows® resources across Florida offices.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
LAURA LOUISE AMENDOLA
Chief Executive Officer
- CRD
- #2499428
- Ownership
- 50% but less than 75%
JOSEPH PERCIVAL WILLIAMS JR
Chief Financial Officer
- CRD
- #467975
- Ownership
- 50% but less than 75%
Showing 2 of 4 owners & executives
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Tyler James Amendola
--
- CRD
- #7346069
Stephen Gerard Cook
Founder and President
- CRD
- #835712
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $417,576,947 | $274,903 |
| Non-Discretionary | $0 | -- |
| Total | $417,576,947 | $274,903 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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