PELICAN WEALTH ADVISORS, LLC

PELICAN WEALTH ADVISORS, LLC of BONITA SPRINGS, FL is an SEC-registered investment adviser (CRD 153972). Regulatory assets under management: $71.4M.

Registration

• CRD: 153972
• Type: Registered investment adviser
• Location: 27499 RIVERVIEW CENTER BLVD., BONITA SPRINGS, FL, 34134
• Phone: 239-985-4097
• Latest filing: 2026-03-12
• Regulatory AUM: $71.4M
• Discretionary AUM: $71.4M
• Clients: 4
• Accounts: 193

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 153972 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search