Pelican Wealth Advisors, LLC

Pelican Wealth Advisors, LLC (CRD# 153972) is a financial advisory firm headquartered in Bonita Springs, FL. They manage $59,165,000 in 292 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
27499 Riverview Center Blvd., #126, Bonita Springs, FL 34134
https://www.youtube.com/c/pelicanwealth
By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    292
    ACCOUNTS
  • Average Account Value
    $202,620
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NJ

Financial Advisors at Pelican Wealth Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Francis Ragonese, financial advisor Bonita Springs FL
Francis P. Ragonese
CRD#: 5798370
27499 Riverview Center Blvd., #126, Bonita Springs, FL 34134

Francis Ragonese (CRD# 5798370) is an Investment Advisor Representative working at Pelican Wealth Advisors, LLC in Bonita Springs, FL and has over 14 years of experience in the finance industry.

2
Nevin Woulas, financial advisor Bonita Springs FL
Nevin M. Woulas
CRD#: 6085621
27499 Riverview Center Blvd., #126, Bonita Springs, FL 34134

Nevin Woulas (CRD# 6085621) is an Investment Advisor Representative working at Pelican Wealth Advisors, LLC in Bonita Springs, FL and has over 7 years of experience in the finance industry.

3
Mark Ragonese, financial advisor Somerset NJ
Mark A. Ragonese
CRD#: 7188118
Somerset, NJ

Mark Ragonese (CRD# 7188118) is an Investment Advisor Representative working at Pelican Wealth Advisors, LLC in Somerset, NJ and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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