SEC Form ADV

MORAN WEALTH MANAGEMENT, LLC

Firm profile: Moran Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserFL

$5.1B

Assets Under Management

12,260

Total Clients

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Registration Details

Accession: CRD-319208
Location: NAPLES, FL
Filing Date: May 20, 2026
AUM: $5.1B
Total Clients: 12,260
Amendment: No
SEC EDGAR: View original filing →

About this Adviser

MORAN WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in NAPLES, FL, managing approximately $5.1B in assets across 12,260 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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