National Retirement Planning Experts

National Coverage
Local Professionals

MORAN WEALTH MANAGEMENT, LLC

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

Need a Financial Advisor?
Compare Vetted Advisors

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 2 offices throughout the country.

MORAN WEALTH MANAGEMENT, LLC is a Naples, Florida based Financial Planning firm with nearly $4,052,369,937 assets under management, offering retirement planning & investment advisory services to 11190 clients. The firm is staffed with 37 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#319208
SEC# 801-123682
Assets Managed by Firm $4,052,369,937
No. of Clients 11190
No. of Advisors 37

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total11190$4,052,369,937
Individuals (other than high net worth individuals)600$240,621,317
High net worth individuals1402$3,542,693,420
Pension and profit sharing plans21$39,872,423
Charitable organizations21$76,335,307
Corporations or other businesses43$152,847,470
Inquire with MORAN WEALTH MANAGEMENT, LLC

More Retirement Planning firms in Naples, Florida:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
CITADEL ADVISORS LLC
Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300
Miami, FL, 33131
$339,079,412,155262823
RAYMOND JAMES & ASSOCIATES, INC.
880 Carillon Parkway
St. Petersburg, FL, 33716
$306,121,310,12095097811789
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
880 Carillon Parkway
Saint Petersburg, FL, 33716
$245,249,234,0839327936517
CORIENT
2 S Biscayne Blvd, Suite 3200
Miami, FL, 33131
$94,617,046,88279738825
ELLIOTT INVESTMENT MANAGEMENT L.P.
360 S. Rosemary Ave, 18th Floor
West Palm Beach, FL, 33401
$93,207,362,81836535

Explore More Retirement Advisors in Naples, Florida