{
  "crd_number": 319208,
  "slug": "moran-wealth-management-llc-naples-fl-319208",
  "primary_business_name": "MORAN WEALTH MANAGEMENT, LLC",
  "legal_name": "MORAN WEALTH MANAGEMENT, LLC",
  "dbas": [
    "PELICAN BAY CAPITAL MANAGEMENT",
    "SEAGATE CAPITAL MANAGEMENT"
  ],
  "city": "Naples",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "34940",
  "metro": {
    "cbsa_code": "34940",
    "common_name": "Naples",
    "msa_name": "Naples-Marco Island, FL",
    "path": "/advisors/fl/naples"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-04-15",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-06-04",
  "carried_forward": false,
  "raum_total": 5095822670.0,
  "raum_discretionary": 3937769875.0,
  "raum_non_discretionary": 1158052795.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 56,
  "advisory_employees": 40,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 54347435.0,
      "count": 24
    },
    "individuals": {
      "raum": 244610165.0,
      "count": 625
    },
    "pension_profit_sharing": {
      "raum": 81937136.0,
      "count": 22
    },
    "high_net_worth_individuals": {
      "raum": 4566045302.0,
      "count": 981
    },
    "corporations_other_businesses": {
      "raum": 148882632.0,
      "count": 42
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "CT",
    "FL",
    "GA",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NY",
    "OH",
    "OR",
    "PA",
    "RI",
    "SC",
    "TN",
    "TX",
    "VA",
    "WA",
    "WI"
  ],
  "websites": [
    "https://instagram.com/moranwealth",
    "https://linkedin.com/company/moran-wealth-management/mycompany",
    "https://m.facebook.com/moranwealth",
    "https://moranwm.com",
    "https://pelicanbaycap.com",
    "https://x.com/MoranWealth",
    "https://youtube.com/@moranwealthmanagement"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/319208",
  "disclosure_items": [
    {
      "item": "11.A(2)",
      "question": "In the past ten years, has the firm or an advisory affiliate been charged with a felony?"
    },
    {
      "item": "11.B(2)",
      "question": "In the past ten years, has the firm or an advisory affiliate been charged with one of the misdemeanors listed in 11.B(1)?"
    }
  ],
  "city_as_filed": "NAPLES",
  "url": "https://advisorcensus.com/firm/moran-wealth-management-llc-naples-fl-319208",
  "display_name": "Moran Wealth Management, LLC",
  "summary": "Moran Wealth Management, LLC is an SEC-registered investment advisory firm in Naples, FL, registered since 2022, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated June 4, 2026.",
  "citation": "AdvisorCensus. Moran Wealth Management, LLC (CRD 319208): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Moran Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Moran Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Moran Wealth Management, LLC located?",
      "a": "Moran Wealth Management, LLC's principal office is in Naples, FL, according to its Form ADV."
    },
    {
      "q": "Is Moran Wealth Management, LLC registered with the SEC or a state?",
      "a": "Moran Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 319208."
    },
    {
      "q": "How much does Moran Wealth Management, LLC manage?",
      "a": "Moran Wealth Management, LLC reports $5,095,822,670 in regulatory assets under management in its Form ADV filing dated June 4, 2026 (77% discretionary)."
    },
    {
      "q": "How have Moran Wealth Management, LLC's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Moran Wealth Management, LLC: Regulatory assets under management: $2,542,800,882 in the October 2022 data and $5,095,822,670 in the October 2026 data, up 100%. Total employees: 25 in October 2022 and 56 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Moran Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (981); individuals (other than high net worth individuals) (625); corporations or other businesses not listed above (42)."
    },
    {
      "q": "Which custodians does Moran Wealth Management, LLC use?",
      "a": "Moran Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Moran Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.A(2) (felony charge in the past ten years) and 11.B(2) (charge for a listed misdemeanor in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/319208"
    },
    {
      "q": "What changed in Moran Wealth Management, LLC's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Employees performing advisory functions went from 36 to 40."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2542800882.0,
      "total_employees": 25,
      "filing_date": "2022-08-19"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 4052369937.0,
      "total_employees": 37,
      "filing_date": "2023-07-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 4266886768.0,
      "total_employees": 44,
      "filing_date": "2024-09-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 4743610462.0,
      "total_employees": 52,
      "filing_date": "2025-07-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 5095822670.0,
      "total_employees": 56,
      "filing_date": "2026-06-04"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Employees performing advisory functions went from 36 to 40."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Employees performing advisory functions went from 37 to 36."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Item 11 disclosure answers changed: 2 yes answers, previously 0 (now yes: 11.A(2), 11.B(2)).",
        "Employees performing advisory functions went from 38 to 37."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 37 to 38."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 36 to 37."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Pershing",
      "name_as_filed": "PERSHING",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/moran-wealth-management-llc-naples-fl-319208.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 625,
      "fewer_than_5": false,
      "raum": 244610165.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 981,
      "fewer_than_5": false,
      "raum": 4566045302.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 22,
      "fewer_than_5": false,
      "raum": 81937136.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 24,
      "fewer_than_5": false,
      "raum": 54347435.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 42,
      "fewer_than_5": false,
      "raum": 148882632.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/319208",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}