# COQUINA PRIVATE WEALTH ADVISORS

COQUINA PRIVATE WEALTH ADVISORS is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://coquinaprivatewealth.com

## Regulatory record

- **CRD number:** 333615
- **SEC file number:** 801-132012
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/333615

## About

COQUINA PRIVATE WEALTH ADVISORS is an SEC-registered investment adviser in PORT CHARLOTTE, FL, registered since 2025. The firm manages approximately $418 million in assets. It has 12 employees and 8 investment advisers.

## Questions

### Has Coquina Private Wealth Advisors been cited in any litigation or regulatory action?

No. Searches of federal and state court dockets, SEC enforcement actions, and FINRA records returned no litigation or regulatory matters involving Coquina Private Wealth Advisors.

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Last updated: 2026-07-06T01:24:14.597Z

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