Richard J Calhoun
Strategic Advisor - Managing MemberNaples Wealth Planning, LLCCRD 2322340
About Richard J Calhoun
Richard J Calhoun is listed as Strategic Advisor - Managing Member at Naples Wealth Planning, LLC in Bonita Springs, FL. Form ADV reports a beneficial ownership band of Under 5%. Richard J Calhoun is associated with 4 registered advisers.
Reported ownership
Owns Under 5% of Naples Wealth Planning, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Richard J Calhoun work?
Richard J Calhoun is listed as Strategic Advisor - Managing Member at Naples Wealth Planning, LLC on SEC Form ADV.
How much of Naples Wealth Planning, LLC does Richard J Calhoun own?
Form ADV reports a beneficial ownership band of Under 5%.
Naples Wealth Planning, LLC
| Title | Strategic Advisor - Managing Member |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2024 |
Naples Money Management LLC
| Title | Managing Member - Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |
Naples Wealth Planning, LLC
| Title | Managing Member |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2024 |
Naples Money Management LLC
| Title | Shareholder |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2024 |