Coquina Private Wealth provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 1,500 clients last fiscal year.
Coquina Private Wealth reports 1,519 clients. They include 837 individual clients, 651 high-net-worth individuals, and 18 corporations and other businesses. Of its assets, 100.0% ($418M across 1,519 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $418M. It advised 8 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 55% | 31% |
| High-net-worth individuals | 43% | 63% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | <1% | 1% |
| Corporations and other businesses | 1% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 837 | $131M | 31.3% | $156K |
| High-net-worth individuals | 651 | $265M | 63.4% | $407K |
| Pension and profit-sharing plans | 9 | $3.66M | 0.9% | $407K |
| Charitable organizations | 4 | $5.11M | 1.2% | $1.28M |
| Corporations and other businesses | 18 | $13.3M | 3.2% | $737K |
| Total | 1,519 | $418M | 100% | $275K |
- Clients
- 837
- Regulatory AUM
- $131M
- AUM share
- 31.3%
- Avg. per client
- $156K
- Clients
- 651
- Regulatory AUM
- $265M
- AUM share
- 63.4%
- Avg. per client
- $407K
- Clients
- 9
- Regulatory AUM
- $3.66M
- AUM share
- 0.9%
- Avg. per client
- $407K
- Clients
- 4
- Regulatory AUM
- $5.11M
- AUM share
- 1.2%
- Avg. per client
- $1.28M
- Clients
- 18
- Regulatory AUM
- $13.3M
- AUM share
- 3.2%
- Avg. per client
- $737K
Total
- Clients
- 1,519
- Regulatory AUM
- $418M
- AUM share
- 100%
- Avg. per client
- $275K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 8
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1500
Coquina Private Wealth charges 0.50%–1.75% a year for its Investment Management Services. The fee is billed in advance. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Stand-alone financial planning or consulting is a fixed fee, negotiable, generally $500 to $15,000 a year, billed quarterly.
- Retirement Plan Consulting
- As a 3(38) advisor to retirement plans, the annual fee is negotiated to no more than 1% of plan assets, billed in arrears by the recordkeeper.
Laura Amendola owns 50% to 75% of Coquina Private Wealth. Laura Amendola is CEO; the leadership team includes Chief Financial Officer Joseph Williams and Chief Compliance Officer Leah Vanwelie. It has 12 employees, 8 of them in advisory roles.
Leadership
Laura AmendolaChief Executive Officer- Joseph WilliamsChief Financial Officer
- Leah VanwelieChief Compliance Officer
- Barbara WickmanChief Operations Officer
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
Staff
- 12 employees
- 8 in advisory functions
- 6 state-registered reps
- 6 insurance agents
- Owns 50% to 75% of Coquina Private Wealth LLC
Laura Amendola
Control person · since July 2021
- Owns 50% to 75% of Coquina Private Wealth LLC
Joseph Williams
Control person · since July 2021
Coquina Private Wealth’s regulatory assets grew from $392M (June 2025) to $418M (February 2026); clients were 1,519 in both filings and employees were 12 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $418M | 1,519 | 12 | 5 |
| June 2025 | $392M | 1,541 | 12 | 5 |
Besides its headquarters, Coquina Private Wealth has 4 offices (1 private residence, listed without an address), with 4 listed addresses in Florida.
Florida · 4 listed addresses
- 18501 Murdock Circle,, Suite 201, Port CharlotteHQ
- 659 S Commerce Avenue, Sebring
- 902 Clint Moore RD, Boca Raton
- 124 N Brevard Ave, Arcadia
Other business names
Coquina Private Wealth has reported 1 other business name to the SEC.
- Wealthcore Financial Planning
Contact and registration details
- Legal name
- Coquina Private Wealth LLC
- Headquarters
- 18501 Murdock Circle,, Suite 201, Port Charlotte, FL 33948
- Website
- coquinaprivatewealth.com
- Phone
- 941-206-5120
- SEC file
- 801-132012
- Structure
- Florida LLC
- Fiscal year end
- December
Coquina Private Wealth uses Raymond James ($417M) as custodian for its separately managed accounts. Coquina Private Wealth has custody of $5.91M in client assets for 10 clients.
- Raymond JamesRaymond James & Associates, Inc. · St. Petersburg, FL · $417M100%
At year end, Coquina Private Wealth’s separately managed accounts were mostly in funds (69%) and cash (16%). Its reported 13F holdings for the quarter ended 30 June 2026 total $147M across 101 positions; the largest are iShares TR (26.3%), Schwab Strategic TR (6.7%) and Vanguard World FD (6.5%).
What the accounts hold
- Stocks13%
- Funds69%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash16%
Reported 13F holdings
- $147M
- Reported 13F value
- 101
- Positions
- 60.5%
- In the 10 largest
- +18.4%
- Value vs. prior quarter
- iShares TR · Core S&P Ttl Stk26.3%
- Schwab Strategic TR · US Dividend EQ6.7%
- Vanguard World FD · Mega Grwth Ind6.5%
- Nvidia Corporation4.2%
- Invesco Exch Traded FD TR II · Nasdaq 100 ETF4.0%
- Apple Inc.3.6%
- Invesco Qqq TR · Unit Ser 12.9%
- Amazon Com Inc.2.2%
- Vanguard Index Fds · SM CP Val ETF2.2%
- Vanguard Index Fds · Total Stk Mkt2.0%
Together, the ten largest are 60.5% of reported value.
How many clients does Coquina Private Wealth have?
Coquina Private Wealth has 1,519 clients and manages $418 million for them, as of February 2026. They include 837 individual clients, 651 high-net-worth individuals, and 18 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 February 2026
What services does Coquina Private Wealth offer?
Coquina Private Wealth provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Coquina Private Wealth charge?
Coquina Private Wealth charges 0.50%–1.75% a year for its Investment Management Services. The fee is billed in advance.
Which custodians does Coquina Private Wealth use?
Coquina Private Wealth’s separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $417M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 February 2026
How many financial advisors does Coquina Private Wealth have?
Coquina Private Wealth has 6 investment adviser representatives registered with state securities authorities, out of 12 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 6 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Coquina Private Wealth invest in?
At the end of its last fiscal year, Coquina Private Wealth’s separately managed accounts held 69% registered funds (mutual funds, ETFs, BDCs), 16% cash and equivalents, 13% exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Coquina Private Wealth?
Coquina Private Wealth’s direct owners are Laura Amendola (50% to 75%) and Joseph Williams (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 10 February 2026
How does Coquina Private Wealth get paid?
Coquina Private Wealth is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Coquina Private Wealth?
Coquina Private Wealth’s main office is at 18501 Murdock Circle,, Suite 201, Port Charlotte, FL 33948. Its phone number is 941-206-5120. Its website is coquinaprivatewealth.com.