← Tributary

CORAL WEALTH MANAGEMENT, LLC

MIAMI, FL · CRD 307117 · IAPD ↗ · coralwm.com · 305-671-3914

$124.3MRegulatory AUM
1Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
3States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
August 2026 — CORAL WEALTH MANAGEMENT, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
February 2026 — CORAL WEALTH MANAGEMENT, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
March 2025 — CORAL WEALTH MANAGEMENT, LLC (MIAMI, FL) is newly SEC-registered with $104.1M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.