# William Raveis - Moran Wealth Management

William Raveis - Moran Wealth Management is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 341425
- **SEC file number:** 801-135917
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/341425

## About

William Raveis - Moran Wealth Management, LLC is an SEC-registered investment adviser in Naples, FL, registered since 2026. It has 1 employee and 1 investment adviser.

## Questions

### How does the firm source clients?

The primary client pipeline comes from the William Raveis Real Estate network, which closes thousands of residential transactions annually in the Northeast. High-net-worth sellers and buyers are referred to the wealth management division for financial planning and investment management.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/william-raveis-moran-wealth-management-llc

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