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 LLC is an independent registered investment adviser that began SEC registration in 2025 and is organized as a limited liability company with individual ownership. The firm serves both individual and family clients and select institutional relationships, offering financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Fee arrangements combine a percentage of assets under management with fixed-fee engagements. The firm identifies itself as a capital allocator, which suggests it sources or places capital with external managers in addition to managing portfolios directly. Coquina does not present itself as an active ESG investor.
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 4Leah van Welie
Chief Compliance OfficerCRD 2343899
LAURA AMENDOLA
Principal and Chief Executive OfficerCRD 2499428
BARBARA WICKMAN
Chief Operating OfficerCRD 2850107
Contacts
3 of 4WALTER 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 42Active vs passive
$79.3M in ETFs
95%
$75.3M
4%
$4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $32.2M | 226,003 | 40.59% |
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
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