Multi Family OfficePuts its own capital into companiesLAST VERIFIED Jul 2026 · 1 SOURCES
Pelican Wealth Advisors, LLC
Multi family office in Bonita Springs, United States; focus on real estate, healthtech and climate.
USEFUL FOR Co-investors
Identity
- HEADQUARTERS
- Bonita Springs, United States
Investment approach
- ROUTES
- Companies (own capital)
Overview
This multi family office is based in Bonita Springs, United States. Listed sector interests include real estate, healthtech and climate. It invests directly in companies; 1 person is named on its team.
People
- J. Patrick LannanManaging Director · source
Frequently asked questions
Pelican Wealth Advisors, LLC is a multi family office based in Bonita Springs, the United States.
Pelican Wealth Advisors, LLC invests its own capital into companies.
Pelican Wealth Advisors, LLC invests in Real Estate & PropTech, HealthTech and Climate & Energy.
Key people at Pelican Wealth Advisors, LLC include J. Patrick Lannan (Managing Director).