Coquina Private Wealth Llc
- Regulatory AUM
- $418M
- Discretionary
- $418M
- Clients
- 1,519
- Avg AUM / client
- $275K
- Accounts
- 1,519
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 837 | $131M | 31.3% |
| High net worth individuals | 651 | $265M | 63.4% |
| Pension and profit sharing plans | 9 | $3.7M | 0.88% |
| Charitable organizations | 4 | $5.1M | 1.22% |
| Corporations and other businesses | 18 | $13.3M | 3.18% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Walter Francis Mortimer | Registered representative | Mar 2025 (1y) | ||
| Leah Ronnell Van Welie | Registered representative | Mar 2025 (1y) | ||
| Joseph Percival Williams | Registered representative | CFP Chartered Financial Consultant | Mar 2025 (1y) | |
| Stephen Gerard Cook | Registered representative | Mar 2025 (1y) | ||
| Shannon Cree Sapp | Registered representative | CFP | Mar 2025 (1y) | |
| Laura Louise Amendola | Registered representative | CFP | Mar 2025 (1y) | |
| Tyler James Amendola | Registered representative | Feb 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/10/2026 | 1.08 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Raymond James $417M (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 10, 2026.
View current Form ADV (SEC/IAPD) ↗