5801 Pelican Bay Blvd, Suite 110
Naples, Florida 34108
Tel: 239-920-4440
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.
SEC Current Status | Approved |
Firm CRD# | 319208 |
SEC# | 801-123682 |
Assets Managed by Firm | $4,052,369,937 |
No. of Clients | 11190 |
No. of Advisors | 37 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 11190 | $4,052,369,937 |
Individuals (other than high net worth individuals) | 600 | $240,621,317 |
High net worth individuals | 1402 | $3,542,693,420 |
Pension and profit sharing plans | 21 | $39,872,423 |
Charitable organizations | 21 | $76,335,307 |
Corporations or other businesses | 43 | $152,847,470 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$339,079,412,155 | 26 | 2823 | |
$306,121,310,120 | 950978 | 11789 | |
$245,249,234,083 | 932793 | 6517 | |
$94,617,046,882 | 79738 | 825 | |
$93,207,362,818 | 36 | 535 |
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