Naples Wealth Planning, LLC
● SEC registered since 2024CRD 330316SEC# 801-129895Bonita Springs, FL
Reg. AUM
$226.9M
Employees
13
Accounts
452
Location
Bonita Springs, FL
Naples Wealth Planning, LLC assets under management
Naples Wealth Planning, LLC is an SEC-registered investment adviser based in Bonita Springs, FL. The firm has been registered since 2024. It reports $226.9 million in regulatory assets under management and employs 13 people.
Naples Wealth Planning, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian J Bruneau Control | President & Chief Compliance Officer - Managing Member | Under 5% | 2024 |
| Mla Capital Partners, LLC Control | Managing Member | Over 75% | 2024 |
| Richard J Calhoun Control | Strategic Advisor - Managing Member | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Naples Wealth Planning, LLC manage?
Naples Wealth Planning, LLC reports $226.9 million in regulatory assets under management on its Form ADV.
How many employees does Naples Wealth Planning, LLC have?
Naples Wealth Planning, LLC reports 13 employees.
Where is Naples Wealth Planning, LLC located?
Naples Wealth Planning, LLC is based in Bonita Springs, FL and has been SEC-registered since 2024.
Does Naples Wealth Planning, LLC disclose fund performance?
Naples Wealth Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3301 Bonita Beach Road, Suite 308, Bonita Springs, FL 34103 |
| Phone | 239-330-4183 |
| Fax | 239-443-5622 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$226.9M▼ 36%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$226.9Mregulatory AUM
Discretionary $115.9MNon-discretionary $111.1M