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MORAN WEALTH MANAGEMENT, LLC

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

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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 StatusApproved
Firm CRD#319208
SEC#801-123682
Assets Managed by Firm$4,743,610,462
No. of Clients12230
No. of Advisors47

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 ClientsAUM
Firm Total12230$4,743,610,462
Individuals (other than high net worth individuals)1037$379,448,754
High net worth individuals971$4,058,828,201
Pension and profit sharing plans27$53,590,648
Charitable organizations26$89,060,819
Corporations or other businesses43$162,682,040

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