RIA Intel›Advisers›Florida›MORAN WEALTH MANAGEMENT, LLC

MORAN WEALTH MANAGEMENT, LLC

Advisory

N·NAPLES, FL

Data as of Mar 19, 2026 · Source: SEC Form ADV

Total AUM

$5.1B

1-Year AUM Growth

+5.3%

3-Year CAGR

+1.8%

Employees

38

Assets Under Management

Total AUM$5.1B

Discretionary AUM$3.9B

Non-Discretionary AUM$1.2B

Discretionary %77.3%

Total Clients1,694

Team

Total Employees38

Investment Advisers54

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record14

First FilingMar 11, 2022

Latest FilingMar 19, 2026

🔒 Full AUM trend chart and 14 historical filings spanning 4+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MORAN WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.