NAPLES WEALTH PLANNING, LLC
Doing business as NAPLES WEALTH PLANNING. SEC Form ADV profile.
Total regulatory AUM
$226,934,674
Discretionary
$115,867,784
Non-discretionary
$111,066,890
Firm details
- CRD number
- 330316
- SEC file number
- 801-129895
- Main office
- BONITA SPRINGS, FL, United States
- Employees
- 13
- SEC status
- Approved
- Website
- https://napleswealthplanning.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees Commissions
As of November 2026.