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William Raveis - Moran Wealth Management, LLC

● SEC registered since 2026CRD 341425SEC# 801-135917Naples, FL
Export (members)
Reg. AUM
—
Employees
1
Accounts
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Location
Naples, FL

William Raveis - Moran Wealth Management, LLC assets under management

William Raveis - Moran Wealth Management, LLC is an investment advisory firm registered with the SEC based in Naples, FL. The firm has been registered since 2026. It employs 1 people.
View on SEC.gov ↗

William Raveis - Moran Wealth Management, LLC owners & executives

9 reported
NameTitleOwnershipSince
Donald Edward Drury ControlManaging MemberUnder 5%2026
Moran Wealth Management, LLC ControlManaging Member50-75%2026
Timothy Andrew O'Leary ControlChief Compliance OfficerUnder 5%2026
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Frequently asked questions

How many employees does William Raveis - Moran Wealth Management, LLC have?

William Raveis - Moran Wealth Management, LLC reports 1 employees.

Where is William Raveis - Moran Wealth Management, LLC located?

William Raveis - Moran Wealth Management, LLC is based in Naples, FL and has been SEC-registered since 2026.

Does William Raveis - Moran Wealth Management, LLC disclose fund performance?

William Raveis - Moran Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5801 Pelican Bay Blvd, Ste 103, Naples, FL 34108
Phone239-920-4521
Office hours9a.m.-5p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo