NAPLES WEALTH PLANNING

Legal name: NAPLES WEALTH PLANNING, LLC

CRD 330316File 801-129895

APPROVED

Retail clients

Filing as of Apr 1, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$226.9M

Below cohort median (national)

Discretionary AUM

$115.9M

Non-discretionary $111.1M

Clients

226

452 accounts

Employees

Below cohort median in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Apr 11, 2024
Principal office: 3301 BONITA BEACH ROAD, SUITE 308, BONITA SPRINGS, FL, 34103
Phone: 239-330-4183
Website: https://napleswealthplanning.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $226.9M
Discretionary AUM: $115.9M
Non-discretionary AUM: $111.1M
Discretionary accounts: 225
Non-discretionary accounts: 227
Total accounts: 452
AUM per client: $1.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$926
High net worth individuals	44	$155.9M
Individuals (other than high net worth individuals)	181	$71.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Commissions
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for other
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 11

This 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.