SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Coral Wealth Management, LLC
Miami, FL
CRD 307117
Firm filing updated July 28, 2026 ·
- $124.3MAssets
- 252Clients
- 1Advisory staff
- 520Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals214
- High net worth individuals38
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 214 | $48.6 million |
| High net worth individuals | 38 | $75.7 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
See all 4 services
- Other: "HEALTH SAVING ACCOUNTS ADVISORY SERVICES"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other: "HEALTH SAVING ACCOUNTS ADVISORY SERVICES"
Assets and accounts
- Regulatory assets$124.3 million
- Accounts520
- DiscretionaryAll accounts
People
- Employees2
- Advisory staff1
- Broker-dealer reps0
- Licensed insurance agents1
- Planning clients0
Advisors
1 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 307117, SEC file 801-131934.
- Registered with the SEC as an investment advisor (status date on record: February 7, 2025).
Is Coral Wealth Management, LLC a fiduciary?
Short answer: Coral Wealth Management, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
1 staff member is a licensed insurance agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.