MORAN WEALTH MANAGEMENT, LLC

NAPLES, Florida·14 registered advisors·CRD# 319208
SEC# 801-1236821239-920-4440
01

Firm Overview

AUM
$4.3B
Regulatory assets under management
Employees
44
Total firm employees
Advisors
14
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at MORAN WEALTH MANAGEMENT, LLC

14 registered advisors
Angelett Nurse
NAPLES, Florida
Ashley Nicole Buboltz
NAPLES, Florida
Charles Edward Chesebrough
NAPLES, Florida
Chelsea Rae Ganey
NAPLES, Florida
Christina Shaw
NAPLES, Florida
Corey Grant
NAPLES, Florida
Dawn Louise Barakett
NAPLES, Florida
Donald Edward Drury
NAPLES, Florida
Earl Lowry Sistrunk
NAPLES, Florida
Kylen Moran
NAPLES, Florida
Michael John Mongin
NAPLES, Florida
Patrick Keenan Moran
NAPLES, Florida
Ryan Elizabeth Frank
NAPLES, Florida
Thomas Michael Moran
NAPLES, Florida
05

Office Locations

NAPLES, Florida
14 advisors

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Data sourced from SEC Form ADV filings. MORAN WEALTH MANAGEMENT, LLC (CRD# 319208) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.