Dennis Coral
Coral Wealth Management · Miami, Florida
Dennis Coral is a fee-only financial advisor at Coral Wealth Management in Miami, Florida. Coral Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Coral Wealth Management |
|---|---|
| Based in | Miami, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $124.3M across 520 accounts |
| SEC registration | Investment adviser representative in FL, TX · CRD 4561718 |
| Exams passed | Series 63 (2002) · Series 65 (2003) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.coralwm.com |
| Profile |
How Dennis's firm compares
- Coral Wealth Management's average account is about $239,000, from its Form ADV (assets managed divided by 520 accounts).
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Questions about Dennis
Is Dennis Coral a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dennis holds no broker registration, and Coral Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dennis charge for financial advice?
Dennis's firm, Coral Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Dennis Coral based?
Dennis Coral is based in Miami, Florida.
Is Dennis Coral registered with the SEC?
Yes. Dennis Coral is registered as an investment adviser representative in FL and TX (CRD 4561718), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Coral Wealth Management manage?
Coral Wealth Management reports $124.3M across 520 accounts in assets under management.
How do I contact Dennis Coral?
Through Dennis's website, www.coralwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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