Leah van Welie
Coquina Private Wealth Advisors · Port Charlotte, Florida
Leah van Welie is a fee-only financial advisor at Coquina Private Wealth Advisors in Port Charlotte, Florida. Coquina Private Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Coquina Private Wealth Advisors |
|---|---|
| Based in | Port Charlotte, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $417.6M across 1,519 accounts |
| SEC registration | Investment adviser representative in FL · CRD 2343899 |
| Exams passed | Series 66 (2010) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.coquinaprivatewealth.com |
How Leah's firm compares
- Coquina Private Wealth Advisors's average account is about $275,000, from its Form ADV (assets managed divided by 1,519 accounts).
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Questions about Leah
Is Leah van Welie a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Leah holds no broker registration, and Coquina Private Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Leah charge for financial advice?
Leah's firm, Coquina Private Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Leah van Welie based?
Leah van Welie is based in Port Charlotte, Florida.
Is Leah van Welie registered with the SEC?
Yes. Leah van Welie is registered as an investment adviser representative in FL (CRD 2343899), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Coquina Private Wealth Advisors manage?
Coquina Private Wealth Advisors reports $417.6M across 1,519 accounts in assets under management.
How do I contact Leah van Welie?
Through Leah's website, www.coquinaprivatewealth.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
- Coquina Private Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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