| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Joseph Bruneau Control | President & Chief Compliance Officer - Managing Member | Under 5% | 2024 |
| Mla Capital Partners, LLC Control | Managing Member | Over 75% | 2024 |
| Richard J Calhoun | Strategic Advisor | Under 5% | 2024 |
Naples Wealth Planning, LLC reports $356.3 million in regulatory assets under management on its Form ADV.
Naples Wealth Planning, LLC reports 13 employees.
Naples Wealth Planning, LLC is based in Naples, FL and has been SEC-registered since 2024.
Naples Wealth Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1016 Collier Center Way, Suite 201, Naples, FL 34110 |
| Phone | 239-330-4183 |
| Fax | 239-443-5622 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $185.6M |
| Non-discretionary | $170.7M |
| Total (RAUM) | $356.3M |