Coral Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$114,703,028
Clients
277
13% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
277
Very HighAverage account size
$414,090
About
Coral Wealth Management serves individual clients (including high‑net‑worth individuals), charitable organizations, and businesses, managing roughly $114.7 million across about 277 client relationships. The firm offers discretionary and non‑discretionary portfolio management, financial planning, pension consulting, and management of Health Savings Accounts.
Investment advice is implemented through six firm‑designed model portfolios that range from aggressive to conservative and emphasizes exchange‑traded funds alongside fundamental analysis and both long‑ and short‑term trading strategies. The firm typically requires discretionary authority when engaged, does not accept client restrictions on specific holdings within its models, and notes that tax efficiency is not its primary management objective.
Noteworthy aspects disclosed in the brochure include a dedicated HSA management service and a stated requirement that clients use the firm’s recommended custodian (Charles Schwab) for the firm to manage accounts. The brochure also discloses that advisory personnel are licensed insurance agents who may earn commissions, a previously resolved regulatory disciplinary matter involving a management person, and the firm’s use of testimonials and endorsements in advertising — practices that are uncommon among peers.
Client services
Financial planning
Portfolio management
Pension consulting
Health saving accounts advisory services
Expertise
Wealth management
Passive / index investing
Cash flow / budgeting
Fee options
$360 annually ($30 per month) for Health Savings Account advisory services
0.50% to 1.00% annually (varies depending on asset value, service complexity, and administration level)
Insurance commissions earned by licensed insurance agents affiliated with the firm, separate from advisory fees
$250 per hour for financial planning and consulting services (negotiable)
Minimum fee: $1,000 per year (minimum annual fee to open and maintain an advisory account; may be waived at discretion) Fee-only: Portfolio management fees based on assets under management, plus hourly fees for financial planning services at $250/hour (negotiable) and fixed fees for Health Savings Account advisory at $360/year ($30/month)
Main office location
Coral Wealth Management, LLC
20801 Biscayne Blvd., Suite 403
Miami FL 33180, United States
Number of offices
1
Most active in
Coral Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · New Hampshire
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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