Amazon Wealth Management, LLC is led by Lara Andrea Coates, who has served as Managing Member and Chief Compliance Officer since May 2008. Coates is a licensed financial professional holding Series 65 (Registered Investment Advisor) and Series 7 (General Securities) licenses, bringing over 15 years of experience in investment advisory services to the West Palm Beach, Florida-based firm.

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Amazon Wealth Management, LLC provides third-party money management and portfolio management services to individuals, corporations, and other business entities. The firm operates as a traditional investment advisory service with a focus on serving more than 500 clients through personalized investment management. Their approach emphasizes compliance with SEC regulations while maintaining a small, focused team structure.

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