# NAPLES MONEY MANAGEMENT LLC

NAPLES MONEY MANAGEMENT LLC of NAPLES, FL is an SEC-registered investment adviser.

## Registration

- CRD: 153499
- Type: SEC-registered investment adviser
- SEC file number: 801-71295
- Location: 10001 TAMIAMI TRAIL NORTH, SUITE 101, NAPLES, FL, 34108
- Phone: 239-261-4800
- Latest filing: 2026-04-06
- Regulatory AUM: $164.4M
- Discretionary AUM: $163.9M
- Non-discretionary AUM: $524K
- Clients: 6
- Accounts: 484

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Richard J Calhoun | MANAGING MEMBER - OFFICER; SHAREHOLDER | — |
| Dawn Perniciaro Litchfield | CO-FOUNDER & CHIEF COMPLIANCE OFFICER - MEMBER; MANAGER, CO-FOUNDER & CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| Marcus R Bickle | MANAGING MEMBER - OFFICER; OWNER | — |
| LITCHFIELD DAWN PERNICIARO | CO-FOUNDER; MANAGER, CO-FOUNDER & CHIEF COMPLIANCE OFFICER; MEMBER (+2 more) | — |
| NELSON DENNIS DAVID | CHIEF COMPLIANCE OFFICER; MANAGING PARTNER & CHIEF COMPLIANCE OFFICER; MEMBER (+3 more) | — |
| ONEIL TIMOTHY SEAN | CHIEF COMPLIANCE OFFICER | — |
| BICKLE MARCUS R | OWNER | — |
| Brian J Bruneau | MANAGING MEMBER - OFFICER; SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/153499/brochure
- Similar advisers: https://search.stillhousedata.com/firm/153499/similar
- Related entities: https://search.stillhousedata.com/firm/153499/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/153499

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.