MORAN WEALTH MANAGEMENT, LLC

5801 Pelican Bay Blvd, Suite 110
Naples, Florida 34108
Tel: 239-920-4440

About MORAN WEALTH MANAGEMENT, LLC

MORAN WEALTH MANAGEMENT, LLC, formally registered with the SEC as MORAN WEALTH MANAGEMENT, LLC. The firm was established in 04/15/2022. They have over 1 offices throughout the country.

MORAN WEALTH MANAGEMENT, LLC is a Naples, Florida based Financial Planning firm with nearly $4,743,610,462 assets under management, offering retirement planning & investment advisory services to 12230 clients. The firm is staffed with 47 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	319208
SEC#	801-123682
Assets Managed by Firm	$4,743,610,462
No. of Clients	12230
No. of Advisors	47

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	12230	$4,743,610,462
Individuals (other than high net worth individuals)	1037	$379,448,754
High net worth individuals	971	$4,058,828,201
Pension and profit sharing plans	27	$53,590,648
Charitable organizations	26	$89,060,819
Corporations or other businesses	43	$162,682,040

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