CORAL WEALTH MANAGEMENT, LLC

Overview

Coral Wealth Management, LLC is an independent registered investment adviser that serves individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model is flexible, combining a percentage-of-AUM component with hourly and fixed-fee engagements, which supports both ongoing wealth management relationships and discrete planning projects. Investment activity is concentrated in public equities and exchange-traded instruments, with a clear tilt toward liquid, equity-based implementations. Coral Wealth Management is not an active ESG investor and is structured as an individual-owned limited liability company. The firm is SEC-registered (registration year listed as 2025) and does not operate as a capital allocator; instead it relies on third-party managers where alternatives are used.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices