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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-02-2020
- Office Locations
- 1
Office Locations
About Coral Wealth Management, LLC
Coral Wealth Management, LLC is a Miami-based RIA providing holistic financial planning, retirement transition guidance (including SECURE Act implications), and personalized investment strategy design and monitoring. The firm supports individuals and families with portfolios using public funds such as ETFs and mutual funds. A distribution-relevant detail: they intentionally limit new clients each year, require $500k+ in investable assets to onboard, and offer a client app to aggregate financial data.
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Owner & Executives
DENNIS CORAL
Chief Compliance Officer, Managing Director, Managing Member, Wealth Advisor
- CRD
- #4561718
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Alexander David Bublick
--
- CRD
- #7563187
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $124,317,876 | $239,073 |
| Non-Discretionary | $0 | -- |
| Total | $124,317,876 | $239,073 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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