Pelican Wealth Advisors, LLC

Pelican Wealth Advisors, LLC (CRD# 153972) is a financial advisory firm headquartered in Bonita Springs, FL. They manage $14,412,353 in 108 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    108
    ACCOUNTS
  • Average Account Value
    $133,448
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Pelican Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Francis P. Ragonese
CRD#: 5798370
27499 Riverview Center Blvd., #126, Bonita Springs, FL 34134
93
Wealthminder
score

Francis Ragonese (CRD# 5798370) is an Investment Advisor Representative working at Pelican Wealth Advisors, LLC in Bonita Springs, FL and has over 6 years of experience in the finance industry.

2
Nevin M. Woulas
CRD#: 6085621
27499 Riverview Center Blvd., #126, Bonita Springs, FL 34134
90
Wealthminder
score

Nevin Woulas (CRD# 6085621) is an Investment Advisor Representative working at Pelican Wealth Advisors, LLC in Bonita Springs, FL and has 1 year of experience in the finance industry.

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