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PELICAN WEALTH ADVISORS, LLC

Advisory

BONITA SPRINGS, FL

Data as of Mar 12, 2026 · Source: SEC Form ADV

Rank in FL
#1,460
of 2,610 advisers by AUM
Average account
$370K
across 193 accounts
AUM per adviser
$24M
3 advisers

Source: SEC Form ADV. Figures as filed Mar 12, 2026.

Total AUM
$71M
Discretionary %
100%
Clients
221
Employees
4

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$71M
Discretionary AUM$71M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients221
Team
Total Employees4
Investment Advisers3
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

UNITED ADVISORS, LLC
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$71M
0.0% 1Y
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$71M
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THE ALYRI CORPORATION
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PRINCETON ASSET MANAGEMENT, LLC
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INTEGRATED ASSET MANAGEMENT, LLC
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$71M
+127.6% 1Y
BURKART FINANCIAL GROUP, INC.
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$72M

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