Moran Wealth Management LLC

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Assets, Funds, Holdings

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Moran Wealth Management LLC
CRD #319208
SEC #801-123682
CIK #0001965334
AUM $4.3 BB (2024-03-26)
Employees 44 (59% Investors, 0% Brokers)
Phone239-920-4440
Address5801 Pelican Bay Blvd, Suite 110
Naples, FL 34108
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($BB)
5.04.03.02.01.00.02009201420192025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
NVO 245.3 0.1
TT 30.1 0.1
CDNS 41.4 0.1
LMT 112.0 0.0
MSFT 1,918.2 0.0
PH 32.1 0.0
JPM 340.2 0.0
WSM 8.1 0.0
AVGO 201.3 0.0
MRK 232.4 0.0
View All
Holdings by Sector ($BB)
4.03.22.41.60.80.02021202220232025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 911 0.3
(b) Individuals (high net worth individuals) 939 3.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 27 0.0
(h) Charitable organizations 24 0.1
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 47 0.2
(n) Other 0 0.0
Total 10,644 4.3
By Discretionary
Discretionary 7,632 3.3
Non-Discretionary 3,012 0.9
Total 10,644 4.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 4.3
Total 10,644 4.3
EDGAR Form CIK 2011 - 2024
13F-HR [0001965334]
Comparable Firms State AUM ($BB)
Mariner Platform Solutions LLC
KS 4.3
Bridgeway Capital Management LLC
TX 4.3
Eulav Asset Management
NY 4.3
David Vaughan Investments LLC
IL 4.3
Kovack Advisors Inc
FL 4.3
NFJ Investment Group LLC
TX 4.2
Hamilton Capital LLC
OH 4.2
BC Advisors LLC
NJ 4.2
Peregrine Capital Management LLC
MN 4.2
RNC Capital Management LLC
CA 4.2
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