Coquina Private Wealth Advisors

CRD 333615 · Port Charlotte, FL · $417.6M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 333615
SEC number: 801-132012
Firm type: RIA
Assets under management: $417.6M as of Feb 10, 2026
Website: www.coquinaprivatewealth.com ↗
Phone: 941-206-5120
Address: 18501 Murdock Circle,, Port Charlotte, FL, 33948

Advisors at this firm

7 in our index · page 1 of 1

Laura Louise AmendolaCRD 2499428 · Port Charlotte, FL

IA RegisteredRegistration inactive
Tyler James AmendolaCRD 7346069 · Port Charlotte, FL

IA Registered
Stephen Gerard CookCRD 835712 · Boca Raton, FL

IA RegisteredRegistration inactive
Walter Francis MortimerCRD 1908992 · Summerville, SC

IA RegisteredRegistration inactive
Shannon Cree SappCRD 6443776 · Sebring, FL

IA RegisteredRegistration inactive
Joseph Percival WilliamsCRD 467975 · Boca Raton, FL

IA RegisteredRegistration inactive
Leah Ronnell Van WelieCRD 2343899 · Port Charlotte, FL

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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