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Building 2MORAN WEALTH MANAGEMENT, LLC

Map pinNAPLES, FL
Phone239-920-4440
NotebookSEC #801-123682
Total AUM
$5.1B
Employees
52
Clients
1,694

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5801 PELICAN BAY BLVD, SUITE 110
NAPLES
FL 34108
United States
Operating Hours
8:30AM-5:00PM
Monday - Friday
Phone
239-920-4440

ReceiptFinancials

Total AUM
$5.1B
Accounts
12,260
Discretionary
$3.9B
Accounts
8,648
Non-Discretionary
$1.2B
Accounts
3,612

ContactClients

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Individual Clients
625
AUM
$244.6M
HNW Individual Clients
981
AUM
$4.6B
Pension/Profit Sharing Plan Clients
22
AUM
$81.9M
Charitable Organization Clients
24
AUM
$54.3M
Corporation or Business Clients
42
AUM
$148.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Felony ChargeMisdemeanor Conviction Charge
State Registrations
AZCACOCTFLGAILINKSKYLAMAMDMEMIMNMOMSNCNHNJNYOHORPARISCTNTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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