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| Moran Wealth Management LLC
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|---|---|
| CRD # | 319208 |
| SEC # | 801-123682 |
| CIK # | 0001965334 |
| AUM | $5.1 B (2026-06-04) |
| Employees | 56 (71% Investors, 0% Brokers) |
| Phone | 239-920-4440 |
| Address | 5801 Pelican Bay Blvd, Suite 110 Naples, FL 34108 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Broadcom Inc | 0.1 | ||
| Parker Hannifin Corp | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Ingersoll-Rand PLC | 0.0 | ||
| EOG Resources Inc | 0.0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.0 | ||
| Alcoa Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Caterpillar Inc | 0.0 | ||
| Williams Sonoma Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 625 | 0.2 |
| (b) Individuals (high net worth individuals) | 981 | 4.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 22 | 0.1 |
| (h) Charitable organizations | 24 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 42 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 12,260 | 5.1 |
| By Discretionary | ||
| Discretionary | 8,648 | 3.9 |
| Non-Discretionary | 3,612 | 1.2 |
| Total | 12,260 | 5.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.1 | |
| Total | 12,260 | 5.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001965334] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Legacy Advisors LLC
✚
|
PA | 5.2 |
|
Jefferies Investment Advisers LLC
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|
NY | 5.2 |
|
Tectonic Advisors LLC
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|
TX | 5.1 |
|
RNC Capital Management LLC
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|
CA | 5.1 |
|
Advisor OS LLC
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|
IL | 5.1 |
|
New England Private Wealth Advisors LLC
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|
MA | 5.1 |
|
First Foundation Advisors
✚
|
CA | 5.1 |
|
Oberweis Asset Management Inc
✚
|
IL | 5.1 |
|
Wellspring Financial Advisors LLC
✚
|
OH | 5.1 |
|
Daymark Wealth Partners LLC
✚
|
OH | 5.0 |