A complete list of active advisors currently associated with Coral Wealth Management, LLC

Warmer can help you find a great advisor at Coral Wealth Management, LLC or one who fits your needs even better.

Coral Wealth Management serves individual clients (including high‑net‑worth individuals), charitable organizations, and businesses, managing roughly $114.7 million across about 277 client relationships. The firm offers discretionary and non‑discretionary portfolio management, financial planning, pension consulting, and management of Health Savings Accounts. Investment advice is implemented through six firm‑designed model portfolios that range from aggressive to conservative and emphasizes exchange‑traded funds alongside fundamental analysis and both long‑ and short‑term trading strategies. The firm typically requires discretionary authority when engaged, does not accept client restrictions on specific holdings within its models, and notes that tax efficiency is not its primary management objective. Noteworthy aspects disclosed in the brochure include a dedicated HSA management service and a stated requirement that clients use the firm’s recommended custodian (Charles Schwab) for the firm to manage accounts. The brochure also discloses that advisory personnel are licensed insurance agents who may earn commissions, a previously resolved regulatory disciplinary matter involving a management person, and the firm’s use of testimonials and endorsements in advertising — practices that are uncommon among peers.

To learn more about the advisors currently working at Coral Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.