Moran Wealth Management, Llc, FL — Investment Adviser | BuildTrust

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MORAN WEALTH MANAGEMENT, LLC

Investment AdviceNAPLES, FL

Assets Under Management

$4.7B

Total AUM

Donut chart: Discretionary 3.7B, Non-Discretionary 1.0B
Category	Value
Discretionary	3.7B
Non-Discretionary	1.0B

Adviser Information

Field	Value
CRD Number	319208
SEC Number	801-123682
Street Address	5801 PELICAN BAY BLVD, SUITE 110
Location	NAPLES, FL 34108
Country	United States
Phone	239-920-4440
Fax	239-431-5239
Total Employees	51

Client Count by Type (2,104 Total)

Horizontal bar chart: Individuals (other than H… 1,037, High Net Worth Individual… 971, Corporations/Businesses 43, Pension/Profit Sharing Pl… 27, Charitable Organizations 26
Category	Value
Individuals (other than H…	1,037
High Net Worth Individual…	971
Corporations/Businesses	43
Pension/Profit Sharing Pl…	27
Charitable Organizations	26