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MORAN WEALTH MANAGEMENT, LLC
CRD 319208File 801-123682
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 4, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.10B
Top 25% of cohort (national)
Discretionary AUM
$3.94B
Non-discretionary $1.16B
Clients
1,694
12,260 accounts
Employees
56
Top 10% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 15, 2022
- Principal office
- 5801 PELICAN BAY BLVD, SUITE 110, NAPLES, FL, 34108
- Phone
- 239-920-4440
- Website
- https://www.moranwm.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.10B
- Discretionary AUM
- $3.94B
- Non-discretionary AUM
- $1.16B
- Discretionary accounts
- 8,648
- Non-discretionary accounts
- 3,612
- Total accounts
- 12,260
- AUM per client
- $3.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 42 | $148.9M |
| Charitable organizations | 24 | $54.3M |
| High net worth individuals | 981 | $4.57B |
| Pension and profit sharing plans | 22 | $81.9M |
| Individuals (other than high net worth individuals) | 625 | $244.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11A2
- Q11B2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Employees | 52 | 56 | increased by4 |
| Jun 1, 2026 | Employees | 53 | 52 | decreased by1 |
| May 1, 2026 | Employees | 54 | 53 | decreased by1 |
| May 1, 2026 | Disclosures | No | Yes | |
| Apr 1, 2026 | Employees | 53 | 54 | increased by1 |
| Feb 1, 2026 | Clients | 1,659 | 1,694 | increased by35 |
| Feb 1, 2026 | AUM | $5,093,086,147 | $5,095,822,670 | increased by$2,736,523 |
| Feb 1, 2026 | Accounts | 12,102 | 12,260 | increased by158 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 48 | 53 | increased by5 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 2,104 | 1,659 | decreased by445 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $4,743,610,462 | $5,093,086,147 | increased by$349,475,685 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 12,230 | 12,102 | decreased by128 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 25 | 48 | increased by23 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,400 | 2,104 | increased by704 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MORAN WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MORAN WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.