| Name | Title | Ownership | Since |
|---|---|---|---|
| Donald Edward Drury | Member | Under 5% | 2021 |
| Kylen Shea Moran Control | Member And Trustee Of Sandra O. Moran 2020 Descendants Trust | Under 5% | 2022 |
| Patrick Keenan Moran | Member And Trustee Of Thomas M. Moran 2015 Irrevocable Insurance Trust | Under 5% | 2021 |
Moran Wealth Management, LLC reports $4.7 billion in regulatory assets under management on its Form ADV.
Moran Wealth Management, LLC reports 52 employees.
Moran Wealth Management, LLC is based in Naples, FL and has been SEC-registered since 2022.
Moran Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5801 Pelican Bay Blvd, Suite 110, Naples, FL 34108 |
| Phone | 239-920-4440 |
| Fax | 239-431-5239 |
| Office hours | 8:30a.m.-5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $3.73B |
| Non-discretionary | $1.01B |
| Total (RAUM) | $4.74B |