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Moran Wealth Management
Moran Wealth Management is a Naples, Florida-based RIA serving wealthy families with fee-only wealth management and investment planning.
Moran Wealth Management
MORAN WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in NAPLES, FL, registered since 2022. The firm manages $5.1 billion in assets, with $3.9 billion managed on a discretionary basis. It has 52 employees and 36 investment advisers.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Naples
Corporate office
Naples, FL, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Moran Wealth Management?
Moran Wealth Management does not publicly name its principal investment professionals or CIO. The firm's advisory team operates under a fiduciary duty but individual decision-makers are not listed on its public website or in state regulatory filings beyond generic advisor registrations.
How does Moran Wealth Management charge for its services?
The firm charges a single all-inclusive fee that covers financial planning, investment management, and ongoing coordination with tax and estate professionals. This fee-based structure differentiates it from traditional AUM-only models, though exact fee schedules are not publicly disclosed.
Does Moran Wealth Management have a minimum net worth or asset requirement?
Moran Wealth Management does not publicly disclose a minimum net worth or investable asset threshold for clients. Based on its multi-family office positioning and Naples location, it likely serves high-net-worth families but specific criteria are not available in public records.
How is Moran Wealth Management structured as a firm?
The firm is structured as a limited liability company registered as an investment advisor with the state of Florida. It does not have publicly registered subsidiaries, alternative investment vehicles, or affiliated family-office entities visible in SEC or state filings beyond its core RIA registration.
What geographic area does Moran Wealth Management primarily serve?
Moran Wealth Management is based in Naples, Florida, and its client base appears concentrated in Southwest Florida. The firm does not list additional office locations, suggesting a regional rather than national footprint.
Does Moran Wealth Management manage its own family capital or serve external families?
The firm operates as a multi-family office serving external families rather than managing proprietary family wealth. Its public profile markets comprehensive wealth management services to individuals and families, not a single-family balance sheet.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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