DBA: COQUINA PRIVATE WEALTH ADVISORS
| Total AUM | $417.6M |
| Discretionary | $417.6M100% of AUM |
| Client Accounts | 1,519 |
| Avg Account Size | $275K |
| Employees | 12 |
| Peak AUM | $417.6MFeb 2026 |
Total AUM
$418M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $418M | — | — | — | |
| Discretionary AUM | $418M | — | |||
| Total AUM | $417.6M |
| Discretionary | $417.6M |
| Employees | 12 |
| Client Accounts | 1519 |
| Client Range | More than 500 |
Address
18501 MURDOCK CIRCLE,
PORT CHARLOTTE FL 33948
Phone
941-206-5120
Filing History
8 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$418M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Custody
| — |
| Total Accounts | 2k | — | — | — |
| Avg Account Size | $274,902.533 | — | — | — | — |
| Employees | 12 | 0.0% | — | — |
| AUM / Employee | $35M | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $396M | — | — | — | — |
| Institutional AUM | $22M | — | — | — | — |
Client Count Segments | |||||
| HNW Clients | 837 | — | — | — | — |
| Institutional | 31 | — | — | — | — |
| Individuals | 651 | — | — | — | — |