Pelican Wealth Advisors, LLC

Overview

Pelican Wealth Advisors, LLC is a state registered investment adviser based in Bonita Springs, FL, registered since 2010. It reports $71.4M in assets under management across 193 accounts, with 4 employees. It has 3 investment adviser representatives.

Reported AUM

$71.4M

Discretionary

100%

Accounts

193

Average account

$37K

Employees

4

Advisory reps

3

Registered since

2010

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets

Executive officers 3 of 3

• Francis Paul Ragonese Chief Compliance Officer, Managing Member CRD 5798370
• Mark Andrew Ragonese Partial Owner CRD 7188118
• Nevin Michael Woulas Partial Owner CRD 6085621

Advisory reps 3 of 3

• Francis Paul Ragonese Insurance Agent · Investment Adviser Rep CRD 5798370
• Mark Andrew Ragonese Investment Adviser Rep CRD 7188118
• Nevin Michael Woulas Insurance Agent · Investment Adviser Rep CRD 6085621

Location

Headquarters

27499 Riverview Center Blvd Ste 126
Bonita Springs, FL 34134

County

Lee

Metro area

Cape Coral-Fort Myers, FL

Region

South

Registrations

• State registered
• Registered in 1 jurisdiction
• Website: plus.google.com/+pelicanwealth

Every state, with registration dates

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