Coral Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm serves individuals (including high‑net‑worth clients), charitable organizations, and corporations, offering discretionary portfolio management, financial planning, pension consulting for employee benefit plans, and Health Savings Account (HSA) advisory services. It manages roughly $124 million in client assets and uses firm agreements to provide ongoing account management and plan deliverables.
Coral Wealth generally implements a model‑based investment approach, employing six firm‑designed portfolios matched to clients’ risk tolerance, time horizon, and objectives, and primarily uses ETFs alongside fundamental analysis and both long‑ and short‑term strategies. Discretionary authority is commonly used for managed accounts, the firm typically does not accept client restrictions on specific securities, and it also provides non‑discretionary planning and participant education for retirement plans.
Noteworthy distinctions include the firm’s explicit offering of pension consulting and participant education to plan sponsors and participants, and its use of endorsements and client testimonials in advertising—practices that are uncommon among similar independent advisers. The firm also discloses that its principal is a licensed insurance agent who may earn commissions from insurance sales and that there have been resolved regulatory disciplinary actions involving the principal (details available on the IAPD), items prospective clients may wish to consider.
Client services
Expertise
Fee options
Fixed fee for Health Savings Account management of $360 annually, billed $30 monthly.
0.50% - 1.00% annually, tiered based on asset size and other factors (exact breakpoints and rates not explicitly detailed)
Commission-based compensation for licensed insurance agents affiliated with the firm, separate from advisory fees.
Hourly financial planning fees at $250 per hour, negotiable.
Minimum fee: Minimum annual fee of $1,000 per year to open and maintain an advisory account; minimum fee may be waived at firm's discretion; $900 minimum fee referenced as amended to $1,000. Fee-only: Hourly financial planning services at $250 per hour, negotiable; flat fee $360 annually for Health Savings Account management ($30 monthly).
Main office
20801 Biscayne Blvd., Suite 403
Miami FL 33180
Advisors at this office
2
Most active in
Florida · New Hampshire · Texas
Also doing business as
Coral Wealth Management · Coral Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Alexander B
Series 63, Series 65
Miami, FL
Coral Wealth Management, LLC
Alexander Bublick is a financial advisor at Coral Wealth Management, LLC in Miami, FL, holding Series 63 and Series 65 credentials with three years of industry experience. His career includes positions at Stifel, Nicolaus & Company, Morgan Stanley, and Valley Financial Management, among others. Coral Wealth Management serves individuals, charitable organizations, and corporations, providing discretionary portfolio management, financial planning, pension consulting, and Health Savings Account advisory services. The firm employs a model-based investment approach using firm-designed portfolios tailored to client risk tolerance and objectives, primarily utilizing ETFs alongside fundamental analysis and both long- and short-term strategies.
Dennis C
Series 63, Series 65
Miami, FL
Coral Wealth Management, LLC
Dennis Coral is a financial advisor at Coral Wealth Management, LLC in Miami, FL, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including International Assets Investment Management, Kovack Securities, and SunTrust Advisory Services. In addition to his advisory work, Mr. Coral is a licensed life insurance agent, assisting clients with insurance decisions. Coral Wealth Management serves individual clients, including high-net-worth households, as well as charitable organizations and corporate clients. The firm offers discretionary portfolio management, financial planning, pension consulting, and advisory services for Health Savings Accounts, utilizing firm-developed model portfolios focused primarily on exchange-traded funds.
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