Moran Wealth Management, LLC

Moran Wealth Management, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Naples, Florida. On its latest Form ADV, filed October 21, 2026, it reports $5.1B in regulatory assets under management, 1,606 individual clients and 41 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	319208 · SEC file 801-123682
Office	5801 Pelican Bay Blvd, Suite 110 Naples, FL 34108
Phone	(239) 920-4440
Website	www.moranwm.com
Regulatory assets under management	$5.1B ($3.9B discretionary)
Individual clients	625 non-high-net-worth, 981 high-net-worth
Financial planning clients	251-500
How it charges	Percentage of assets, Hourly, Fixed fee
Services	Financial planning, Portfolio management, Selection of other advisers
Employees	57
Disciplinary disclosures	Yes, see SEC record
Latest Form ADV filing	October 21, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
• It provides financial planning services, not only portfolio management.
• It reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Naples

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• 3EDGE Asset Management, LP $2.0B
• Pento Portfolio Strategies, LLC $237M
• The High Net Worth Advisory Group, LLC $862M
• Andrew Hill Investment Advisors, Inc. $231M
• Lodestar Advisory Group, LLC $93M

See all 36 fee-only advisers in Naples →

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