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MORAN WEALTH MANAGEMENT, LLC
CRD 319208 · SEC 801-123682
5801 PELICAN BAY BLVD, SUITE 110, NAPLES, FL, 34108, United States
Phone
239-920-4440
Fax
239-431-5239
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.10B
Discretionary AUM
$3.94B
Team
56 total employees; 40 advisory reps; 5 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-04
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 625 | $244.6M |
| High net worth individuals | 981 | $4.57B |
| Pension/profit sharing plans | 22 | $81.9M |
| Charitable organizations | 24 | $54.3M |
| Corporations/business entities | 42 | $148.9M |
States served
AZ, CA, CO, GA, IL, IN, KS, KY, LA, ME, MD, MA, MI, MN, MS, NE, NJ, NY, NC, OH, OR, PA, RI, SC, TN, VA, WI, MO, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD