SEC Form ADV

MORAN WEALTH MANAGEMENT, LLC

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

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.