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| Keyboard |
| Naples Wealth Planning LLC
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|---|---|
| CRD # | 330316 |
| SEC # | 801-129895 |
| CIK # | |
| AUM | 226.9 M (2026-04-01) |
| Employees | 13 (77% Investors, 23% Brokers) |
| Phone | 239-330-4183 |
| Address | 3301 Bonita Beach Road Bonita Springs, FL 34103 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 181 | 71.0 |
| (b) Individuals (high net worth individuals) | 44 | 155.9 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 452 | 226.9 |
| By Discretionary | ||
| Discretionary | 225 | 115.9 |
| Non-Discretionary | 227 | 111.1 |
| Total | 452 | 226.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 226.9 | |
| Total | 452 | 226.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Chicago Investment Advisory Council Inc
✚
|
IL | 230.0 M |
|
Primoris Wealth Advisors LLC
✚
|
FL | 230.0 M |
|
Montgomery Financial Services LLC
✚
|
MD | 229.8 M |
|
Turner Financial Group Inc
✚
|
FL | 229.6 M |
|
Booster LLC
✚
|
MD | 229.3 M |
|
Reflection Asset Management LLC
✚
|
228.9 M | |
|
Bay Capital Advisors LLC
✚
|
VA | 228.3 M |
|
Professional Financial Strategies Inc
✚
|
NY | 225.8 M |
|
Retirement Plans Inc
✚
|
OH | 224.9 M |
|
Sun Group Wealth Partners LLC
✚
|
CA | 224.5 M |