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Naples Wealth Planning

CRD 330316  ·  Bonita Springs, FL  ·  $226.9M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
330316
SEC number
801-129895
Firm type
RIA
Assets under management
$226.9M as of Apr 1, 2026
Website
napleswealthplanning.com ↗
Phone
239-330-4183
Address
3301 Bonita Beach Road, Bonita Springs, FL, 34103

Advisors at this firm

8 in our index · page 1 of 1

  • Richard J CalhounCRD 2322340 · North Wales, PA
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • John CiminoCRD 4757028 · Bonita Springs, FL
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • Laurence Elliott HulbertCRD 712122 · Bonita Springs, FL
    IA Registered
  • Michael J IacampoCRD 2166371 · Bonita Springs, FL
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • Andrew Joseph KroneCRD 1465896 · Bonita Springs, FL
    IA Registered
  • Jenee C PetersCRD 4729371 · Tarpon Springs, FL
    IA Registered
    Disclosure event(s) on record
  • Nelson PereiraCRD 5474021 · Bonita Springs, FL
    IA RegisteredBroker
  • Mackenzie C RickmanCRD 4189721 · Bonita Springs, FL
    IA RegisteredRegistration inactive
1–8 of 8

Source & corrections

Where this page comes from

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SEC IAPD record for firm CRD 330316 ↗ FINRA BrokerCheck record for firm CRD 330316 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.