# William Raveis - Moran Wealth Management, LLC

> William Raveis - Moran Wealth Management, LLC is an SEC-registered investment advisory firm in Naples, FL, registered since 2026, with no regulatory assets under management reported in its Form ADV filing dated April 2, 2026.

- CRD: 341425
- Filed as: WILLIAM RAVEIS - MORAN WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Naples, FL
- Filing period: October 2026
- Form ADV filing dated: April 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/341425
- AdvisorCensus page: https://advisorcensus.com/firm/william-raveis-moran-wealth-management-llc-naples-fl-341425

## Quick answers

**How is William Raveis - Moran Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), William Raveis - Moran Wealth Management, LLC reports these compensation arrangements: other.

**Where is William Raveis - Moran Wealth Management, LLC located?**
William Raveis - Moran Wealth Management, LLC's principal office is in Naples, FL, according to its Form ADV.

**Is William Raveis - Moran Wealth Management, LLC registered with the SEC or a state?**
William Raveis - Moran Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 341425.

**Does William Raveis - Moran Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/341425

**What changed in William Raveis - Moran Wealth Management, LLC's recent Form ADV filings?**
In the May 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. William Raveis - Moran Wealth Management, LLC (CRD 341425): Form ADV filing data as of October 2026.