Naples Money Management LLC
● SEC registered since 2010CRD 153499SEC# 801-71295Naples, FL
Reg. AUM
$164.4M
Employees
6
Accounts
484
Location
Naples, FL
Naples Money Management LLC assets under management
Naples Money Management LLC is a registered investment adviser overseen by the SEC based in Naples, FL. The firm has been registered since 2010. It reports $164.4 million in regulatory assets under management and employs 6 people.
Naples Money Management LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian J Bruneau Control | Managing Member - Officer | Under 5% | 2026 |
| Dawn Perniciaro Litchfield | Co-Founder & Chief Compliance Officer - Member | Under 5% | 2011 |
| Marcus R Bickle | Managing Member - Officer | 10-25% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Naples Money Management LLC manage?
Naples Money Management LLC reports $164.4 million in regulatory assets under management on its Form ADV.
How many employees does Naples Money Management LLC have?
Naples Money Management LLC reports 6 employees.
Where is Naples Money Management LLC located?
Naples Money Management LLC is based in Naples, FL and has been SEC-registered since 2010.
Does Naples Money Management LLC disclose fund performance?
Naples Money Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10001 Tamiami Trail North, Suite 101, Naples, FL 34108 |
| Phone | 239-261-4800 |
| Fax | 239-261-2085 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$164.4M▲ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$164.4Mregulatory AUM
Discretionary $163.9MNon-discretionary $524K