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Building 2NAPLES WEALTH PLANNING

Map pinBONITA SPRINGS, FL
Phone239-330-4183
NotebookSEC #801-129895
Total AUM
$226.9M
Employees
13
Clients
226

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3301 BONITA BEACH ROAD
SUITE 308
BONITA SPRINGS
FL 34103
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
239-330-4183

ReceiptFinancials

Total AUM
$226.9M
Accounts
452
Discretionary
$115.9M
Accounts
225
Non-Discretionary
$111.1M
Accounts
227

ContactClients

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Individual Clients
181
AUM
$71M
HNW Individual Clients
44
AUM
$155.9M
Corporation or Business Clients
1
AUM
$926

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMONYOH

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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