# Coral Wealth Management, LLC

> Coral Wealth Management, LLC is an SEC-registered investment advisory firm in Miami, FL, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 28, 2026.

- CRD: 307117
- Filed as: CORAL WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: July 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/307117
- AdvisorCensus page: https://advisorcensus.com/firm/coral-wealth-management-llc-miami-fl-307117

## Quick answers

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

**How much does Coral Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated June 12, 2026 states: Asset-based fee: 0.5% to 1% a year (a range, as the brochure states it); Hourly rate: $250 an hour (financial planning services); Flat fee: $30 a month (HSA portfolio management). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Coral Wealth Management, LLC located?**
Coral Wealth Management, LLC's principal office is in Miami, FL, according to its Form ADV.

**Is Coral Wealth Management, LLC registered with the SEC or a state?**
Coral Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 307117.

**How much does Coral Wealth Management, LLC manage?**
Coral Wealth Management, LLC reports $124,317,876 in regulatory assets under management in its Form ADV filing dated July 28, 2026 (100% discretionary).

**How have Coral Wealth Management, LLC's assets and staff changed since 2025?**
In the Form ADV data for Coral Wealth Management, LLC: Regulatory assets under management: $104,068,909 in the October 2025 data and $124,317,876 in the October 2026 data, up 19%. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Coral Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (214); high net worth individuals (38).

**Which custodians does Coral Wealth Management, LLC use?**
Coral Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Coral Wealth Management, LLC report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation) and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/307117

**What changed in Coral Wealth Management, LLC's recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in TX.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated June 12, 2026)

- Asset-based fee: 0.5% to 1% a year (a range, as the brochure states it)

> Our annual fee for portfolio management services varies between 0.50% to 1.00% depending upon the market value of your assets under our management, the type and complexity of the asset management services provided, as well as the level of administration requested either directly or assumed by the client.

- Hourly rate: $250 an hour (financial planning services)

> We charge an hourly fee of $250 for financial planning services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.

- Flat fee: $30 a month (HSA portfolio management)

> Our HSA portfolio management fee is billed and payable, monthly in advance and is a flat fee of $30.00.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., 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: $124,317,876
- Discretionary: $124,317,876
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 214 | $48,613,886 |
| High net worth individuals | 38 | $75,703,990 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NH, TX
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.E(2): Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?
- 11.E(4): Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/307117

### Websites listed on Form ADV (Item 1.I)
- coralwm.com
- Facebook @coralwealth
- Instagram @coralwealth
- LinkedIn @coralwealthmanagement
- YouTube @coralwealthmanagement

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $104,068,909 | 2 | February 13, 2025 |
| October 2026 | $124,317,876 | 2 | July 28, 2026 |

Regulatory assets under management: $104,068,909 in the October 2025 data and $124,317,876 in the October 2026 data, up 19%.
Total employees: 2 in October 2025 and 2 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in TX.

### April 2026
- Regulatory assets under management went from $104,068,909 to $114,703,028 (+10%).

### February 2026
- Registered or notice-filed in NH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Coral Wealth Management, LLC (CRD 307117): Form ADV filing data as of October 2026.