# COQUINA PRIVATE WEALTH LLC

COQUINA PRIVATE WEALTH LLC of PORT CHARLOTTE, FL is an SEC-registered investment adviser.

## Registration

- CRD: 333615
- Type: SEC-registered investment adviser
- SEC file number: 801-132012
- Location: 18501 MURDOCK CIRCLE,, SUITE 201, PORT CHARLOTTE, FL, 33948
- Phone: 941-206-5120
- Latest filing: 2026-02-10
- Regulatory AUM: $417.6M
- Discretionary AUM: $417.6M
- Clients: 12
- Accounts: 1,519

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Laura Louise Amendola | CHIEF EXECUTIVE OFFICER | — |
| Joseph Percival Williams | CHIEF FINANCIAL OFFICER | — |
| Leah Ronnell Vanwelie | CHIEF COMPLIANCE OFFICER | — |
| Barbara Sue Wickman | CHIEF OPERATIONS OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/333615/brochure
- Similar advisers: https://search.stillhousedata.com/firm/333615/similar
- Related entities: https://search.stillhousedata.com/firm/333615/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/333615

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.