SourcingSourcing

CORAL WEALTH MANAGEMENT, LLC

B59
CRD 307117·SEC 801-131934·MIAMI, FL
AUM
$114.7M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$344K
@ 30% margin
Est. Deal Value
$2.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CORAL WEALTH MANAGEMENT, LLC
CRD
307117
SEC file #
801-131934
EIN
814883598
DBA names
—

Economics

AUM
$114.7M
AUM band
$100M-$500M
AUM trajectory
'25'26
$104.1M → $114.7M▲ +10%
Client mix
Individuals Other240
Individuals High Net Worth37

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
MIAMI FL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingOther Advisory Services
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
instagram.com/coralwealth/?hl=en(social)

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CORAL, DENNIS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
CORAL, DENNIS
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:coral.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002135133
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2026-05-15
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
1
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001172661-26-002197

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
20801 BISCAYNE BLVD., SUITE 403MIAMI, FL 33180
Business
20801 BISCAYNE BLVD., SUITE 403MIAMI, FL 33180
Edgar EIN
814883598
Edgar Recent Filings
13F-HR2026-05-15 · 0001172661-26-002197
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
4561718
Trust Company Affiliate
No

People (1)

1
CORAL, DENNIS
IAR · Direct Owner · 87.5%
4561718