William Raveis Holdings, Inc
Managing MemberWilliam Raveis - Moran Wealth Management, LLC
About William Raveis Holdings, Inc
William Raveis Holdings, Inc is listed as Managing Member at William Raveis - Moran Wealth Management, LLC in Naples, FL. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of William Raveis - Moran Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does William Raveis Holdings, Inc work?
William Raveis Holdings, Inc is listed as Managing Member at William Raveis - Moran Wealth Management, LLC on SEC Form ADV.
How much of William Raveis - Moran Wealth Management, LLC does William Raveis Holdings, Inc own?
Form ADV reports a beneficial ownership band of 50-75%.
William Raveis - Moran Wealth Management, LLC
| Title | Managing Member |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2026 |