SEC Form ADV

MORAN WEALTH MANAGEMENT, LLC

Registered Investment AdviserFL
$5.1B
Assets Under Management
5
Total Clients
56
Employees
Get LP Contact Details

Registration Details

Accession
crd-319208
Location
NAPLES, FL
Filing Date
June 4, 2026
AUM
$5.1B
Total Clients
5
Institutional Clients
46
Employees
56
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

MORAN WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in NAPLES, FL, managing approximately $5.1B in assets across 5 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.