What departments does Coral Wealth Management have?

Coral Wealth Management has employees across 1 departments including Operations.

What is the largest department at Coral Wealth Management?

The largest department at Coral Wealth Management is Operations with 2 employees.

Where are Coral Wealth Management employees located globally?

Coral Wealth Management has employees across 1 continents and 1 countries including United States Of America.

How has Coral Wealth Management's team size changed over time?

Coral Wealth Management's team has remained stable from approximately 4 to 4 employees based on available data.

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Coral Wealth Management Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Coral Wealth Management is an independent financial services firm based in Miami, Florida. It provides holistic financial planning, investment strategies, and asset protection for a select client base that includes family-owned businesses, professionals, attorneys, physicians, and high-net-worth families. The firm focuses on understanding each client's personal and professional goals to craft coordinated, personalized solutions with a long-term outlook for financial confidence.

As a small boutique practice, Coral Wealth Management operates as a registered investment adviser. It also contributes to the community by donating a portion of its revenues to local organizations such as Nicklaus Children's Hospital, March of Dimes South Florida, United Way, American Red Cross, and FIU Foundation.

Coral Wealth Management Global Highlights

North America
3

United States Of America
3

Coral Wealth Management's Leadership

D. C.
Managing Director - Wealth Advisor
Mobile Phone
Email
J. A.
Director Of Operations
Mobile Phone
Email
B. A.
Operations Manager
Mobile Phone
Email

Coral Wealth Management Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Coral Wealth Management

Name

Title

Contact Info

Location

Last Update

D. C.
Managing Director - Wealth Advisor
Mobile Phone
Email
Jun 08, 2026
J. A.
Director Of Operations
Mobile Phone
Email
Jun 01, 2026
B. A.
Operations Manager
Mobile Phone
Email
United StatesFlorida
Feb 25, 2024

Frequently Asked Questions

What is Coral Wealth Management known for?

Coral Wealth Management operates in the Financial Services industry. The company's main headquarters is located in 20801 Biscayne Boulevard 403 Miami, Florida United States. Explore Coral Wealth Management's company overview page for more information.

What is Coral Wealth Management's most common email format?

Coral Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Coral Wealth Management email formats with LeadIQ.

How many employees does Coral Wealth Management have currently?

Coral Wealth Management has approximately 2 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Coral Wealth Management's key employees and leadership?

As of May 2026, Coral Wealth Management's key employees include:

Managing Director - Wealth Advisor: D. C.
Director Of Operations: J. A.
Operations Manager: B. A.

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Coral Wealth Management Employee Directory

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