MORAN WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$5,095,822,670
Discretionary
$3,937,769,875
Non-discretionary
$1,158,052,795
Firm details
- CRD number
- 319208
- SEC file number
- 801-123682
- Main office
- NAPLES, FL, United States
- Employees
- 56
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.