MORAN WEALTH MANAGEMENT, LLC

CRD 319208File 801-123682

APPROVED

Retail clients

Custody

Disclosure events

Filing as of Jun 4, 2026

Feed vintage Aug 17, 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

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.pelicanbaycap.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, 5G

Compensation

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
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.