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NAPLES MONEY MANAGEMENT LLC
CRD 153499File 801-71295
APPROVED
Retail clients
Filing as of Apr 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$164.4M
Bottom 25% of cohort (national)
Discretionary AUM
$163.9M
Non-discretionary $524K
Clients
184
484 accounts
Employees
6
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 6, 2010
- Principal office
- 10001 TAMIAMI TRAIL NORTH, SUITE 101, NAPLES, FL, 34108
- Phone
- 239-261-4800
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $164.4M
- Discretionary AUM
- $163.9M
- Non-discretionary AUM
- $524K
- Discretionary accounts
- 478
- Non-discretionary accounts
- 6
- Total accounts
- 484
- AUM per client
- $893K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 5 | $1.2M |
| High net worth individuals | 62 | $98.7M |
| Pension and profit sharing plans | Fewer than 5 | $430K |
| Individuals (other than high net worth individuals) | 116 | $64.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.