Moran Wealth Management, LLC
● SEC registered since 2022CRD 319208SEC# 801-123682Naples, FL
Reg. AUM
$5.1B
Employees
56
Accounts
12,260
Location
Naples, FL
Moran Wealth Management, LLC assets under management
Moran Wealth Management, LLC is an SEC-registered investment adviser based in Naples, FL. The firm has been registered since 2022. It reports $5.1 billion in regulatory assets under management and employs 56 people.
Moran Wealth Management, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Donald Edward Drury | Member | Under 5% | 2021 |
| Kylen Shea O'Keeffe Control | Member And Trustee Of Sandra O. Moran 2020 Descendants Trust | Under 5% | 2022 |
| Patrick Keenan Moran | Member And Trustee Of Thomas M. Moran 2015 Irrevocable Insurance Trust | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Moran Wealth Management, LLC manage?
Moran Wealth Management, LLC reports $5.1 billion in regulatory assets under management on its Form ADV.
How many employees does Moran Wealth Management, LLC have?
Moran Wealth Management, LLC reports 56 employees.
Where is Moran Wealth Management, LLC located?
Moran Wealth Management, LLC is based in Naples, FL and has been SEC-registered since 2022.
Does Moran Wealth Management, LLC disclose fund performance?
Moran Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5801 Pelican Bay Blvd, Suite 110, Naples, FL 34108 |
| Phone | 239-920-4440 |
| Fax | 239-431-5239 |
| Office hours | 8:30a.m.-5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$5.1B▲ 7%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 13%
Larger than 87% of 16,271 advisers
EmployeesTop 11%
More than 89% of 16,825 advisers
Assets under management
$5.1Bregulatory AUM
Discretionary $3.94BNon-discretionary $1.16B