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  3. Coral Gables
  4. Wealth Management

New Wealth Management Businesses in Coral Gables, FL

1 wealth management businesses recently registered in Coral Gables, Florida.

Updated August 19, 2026 · Most recent business filing Mar 13, 2023

1
Total Filings
Mar 13, 2023
Most Recent
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About Wealth Management Businesses in Coral Gables

This page lists new wealth management businesses registered in Coral Gables, Florida. We currently track 1, sourced directly from the Florida Division of Corporations and refreshed daily as new wealth management companies file.

Recent additions include Ascent Wealth Management Group. The most recent wealth management business filing was on Mar 13, 2023.

Each entry shows the filing date and, where we can verify it, the owner name and contact details. If you sell to wealth management businesses in Coral Gables, this is one of the freshest prospect lists in the market.

Use recent wealth management registrations in Coral Gables as a timing signal, then qualify each company by formation date, website, and verified contact availability.

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Ascent Wealth Management Group

Mar 13, 2023
Wealth ManagementVerifiedCoral Gables, FL · Miami-Dade Co.

Ascent Wealth Management Group, LLC is a wealth management firm based in Coral Gables, Florida, located at 1600 Ponce De Leon Blvd, Suite 1000. The firm is managed by Oscar Pina and provides financial services aimed at helping clients attain financial critical mass.

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