William Raveis - Moran Wealth Management, LLC
● SEC registered since 2026CRD 341425SEC# 801-135917Naples, FL
Reg. AUM
—
Employees
1
Accounts
—
Location
Naples, FL
William Raveis - Moran Wealth Management, LLC assets under management
William Raveis - Moran Wealth Management, LLC is an investment advisory firm registered with the SEC based in Naples, FL. The firm has been registered since 2026. It employs 1 people.
William Raveis - Moran Wealth Management, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Donald Edward Drury Control | Managing Member | Under 5% | 2026 |
| Moran Wealth Management, LLC Control | Managing Member | 50-75% | 2026 |
| Timothy Andrew O'Leary Control | Chief Compliance Officer | Under 5% | 2026 |
| William Raveis Holdings, Inc Control | Managing Member | 50-75% | 2026 |
| Sandra O. Moran 2020 Descendants Trust Control | Trustee | 25-50% | 2021 |
| Thomas M. Moran Revocable Trust Control | Trustee | 25-50% | 2004 |
| Thomas Michael Moran Control | Managing Member And Grantor Of Thomas M. Moran Revocable Trust | 25-50% | 2021 |
| William M Raveis Control | Shareholder | 50-75% | 2020 |
| William Raveis Jr. Irrevocable Trust Control | Shareholder And Trustee | 50-75% | 2010 |
Frequently asked questions
How many employees does William Raveis - Moran Wealth Management, LLC have?
William Raveis - Moran Wealth Management, LLC reports 1 employees.
Where is William Raveis - Moran Wealth Management, LLC located?
William Raveis - Moran Wealth Management, LLC is based in Naples, FL and has been SEC-registered since 2026.
Does William Raveis - Moran Wealth Management, LLC disclose fund performance?
William Raveis - 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, Ste 103, Naples, FL 34108 |
| Phone | 239-920-4521 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 94%
More than 6% of 16,824 advisers