# Coquina Private Wealth Advisors

> Coquina Private Wealth Advisors is an SEC-registered investment advisory firm in Port Charlotte, FL, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 10, 2026.

- CRD: 333615
- Filed as: COQUINA PRIVATE WEALTH ADVISORS
- Legal name: Coquina Private Wealth LLC
- Also doing business as: WEALTHCORE FINANCIAL PLANNING
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Port Charlotte, FL
- Filing period: October 2026
- Form ADV filing dated: February 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/333615
- AdvisorCensus page: https://advisorcensus.com/firm/coquina-private-wealth-advisors-port-charlotte-fl-333615

## Quick answers

**How is Coquina Private Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Coquina Private Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Coquina Private Wealth Advisors charge?**
Its Form ADV Part 2A brochure dated February 10, 2026 states: Flat fee: $500 to $15,000 a year (Financial planning and/or consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Coquina Private Wealth Advisors located?**
Coquina Private Wealth Advisors' principal office is in Port Charlotte, FL, according to its Form ADV; the March 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Coquina Private Wealth Advisors registered with the SEC or a state?**
Coquina Private Wealth Advisors is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 333615.

**How much does Coquina Private Wealth Advisors manage?**
Coquina Private Wealth Advisors reports $417,576,947 in regulatory assets under management in its Form ADV filing dated February 10, 2026 (100% discretionary).

**How have Coquina Private Wealth Advisors' assets and staff changed since 2025?**
In the Form ADV data for Coquina Private Wealth Advisors: Regulatory assets under management: $392,071,937 in the October 2025 data and $417,576,947 in the October 2026 data, up 7%. Total employees: 12 in October 2025 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Coquina Private Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (837); high net worth individuals (651); corporations or other businesses not listed above (18).

**Which custodians does Coquina Private Wealth Advisors use?**
Coquina Private Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Coquina Private Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/333615

**Does Coquina Private Wealth Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated February 10, 2026 says: "We do not have a minimum account size requirement."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 10, 2026)

- Account minimum: None

> We do not have a minimum account size requirement.

- Flat fee: $500 to $15,000 a year (Financial planning and/or consulting services)

> Planning and consulting fees are negotiable, but generally range from $500 - $15,000 annually on a fixed fee basis (client is billed quarterly).

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $417,576,947
- Discretionary: $417,576,947
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 837 | $130,803,358 |
| High net worth individuals | 651 | $264,737,397 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $3,661,529 |
| Charitable organizations | 4 | $5,114,341 |
| Corporations or other businesses not listed above | 18 | $13,260,322 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 12 total, 8 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CT, FL, GA, IL, NC, NJ, NY, OH, SC, TX, VA, WI, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Arcadia, FL
- Boca Raton, FL
- Sebring, FL

### Websites listed on Form ADV (Item 1.I)
- coquinaprivatewealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $392,071,937 | 12 | June 17, 2025 |
| October 2026 | $417,576,947 | 12 | February 10, 2026 |

Regulatory assets under management: $392,071,937 in the October 2025 data and $417,576,947 in the October 2026 data, up 7%.
Total employees: 12 in October 2025 and 12 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Coquina Private Wealth Advisors (CRD 333615): Form ADV filing data as of October 2026.