Moran Wealth Management, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

319208

SEC number

801-123682

Firm type

RIA

Assets under management

$5.1B as of Jun 4, 2026

Website

www.instagram.com/moranwealth ↗

Phone

239-920-4440

Address

5801 Pelican Bay Blvd, Suite 110, Naples, FL, 34108

Advisors at this firm

36 in our index · page 1 of 1

• Isabella AriasCRD 7889061 · Naples, FL
  IA Registered
• Devon John BanningCRD 7809983 · Naples, FL
  IA Registered
• Andrew W BrowneCRD 6575721 · Naples, FL
  IA RegisteredRegistration inactive
• Charles Edward ChesebroughCRD 7318883 · Naples, FL
  IA RegisteredRegistration inactive
• Samuel CabralCRD 8257603 · Naples, FL
  IA Registered
• Justin Robert ClaussenCRD 7959532 · Naples, FL
  IA Registered
• Eftina ComaCRD 7889056 · Naples, FL
  IA Registered
• Lucca Giovanni DelcompareCRD 7291872 · Naples, FL
  IA RegisteredRegistration inactive
• Donald Edward DruryCRD 2293847 · Naples, FL
  IA RegisteredRegistration inactive
• Ryan Elizabeth FrankCRD 6298873 · Naples, FL
  IA RegisteredRegistration inactive
• Corey GrantCRD 6097072 · Naples, FL
  IA RegisteredRegistration inactive
• Kathleen Marie HergetCRD 4294247 · Naples, FL
  IA RegisteredRegistration inactive
• Tyler William HardtCRD 6995387 · Naples, FL
  IA Registered
• Benjamin Gregory HermistonCRD 7982995 · Naples, FL
  IA Registered
• Lauren Elizabeth KazmierczakCRD 8167415 · Naples, FL
  IA Registered
• Kory KellyCRD 8248430 · Naples, FL
  IA Registered
  Disclosure event(s) on record
• Charissa Ann KonzCRD 2295377 · Naples, FL
  IA RegisteredRegistration inactive
• Denisa KoteCRD 7872416 · Naples, FL
  IA Registered
• Braden LangelohCRD 7986927 · Naples, FL
  IA RegisteredRegistration inactive
• Jeffrey LebritonCRD 5155142 · Naples, FL
  IA RegisteredRegistration inactive
• Michael John MonginCRD 2606607 · Naples, FL
  IA RegisteredRegistration inactive
• Thomas Michael MoranCRD 709062 · Naples, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Nicholas MalikCRD 8042705 · Naples, FL
  IA Registered
• Seyed Aryan MirfakhraeeCRD 6480417 · Naples, FL
  IA RegisteredRegistration inactive
• Stefanie Nmn MurrayCRD 7055089 · Naples, FL
  IA Registered
  Disclosure event(s) on record
• Kylen Shea O'keeffeCRD 6232057 · Naples, FL
  IA RegisteredRegistration inactive
• Christian Antany PinedaCRD 7980339 · Naples, FL
  IA Registered
• Kaitlin PoterackCRD 8093437 · Naples, FL
  IA Registered
• Julie RichCRD 3213079 · Naples, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Justin Linnon RothCRD 7716952 · Naples, FL
  IA Registered
• Mia Ann SafronCRD 7447549 · Naples, FL
  IA Registered
• Christina ShawCRD 4948858 · Naples, FL
  IA RegisteredRegistration inactive
• Richard A SimpsonCRD 4999321 · Naples, FL
  IA RegisteredRegistration inactive
• Brett Michael SlatteryCRD 2758044 · Naples, FL
  IA Registered
• Charles T SonaliaCRD 8096531 · Naples, FL
  IA Registered
• Shichen XuCRD 6675716 · Naples, FL
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.