# MORAN WEALTH MANAGEMENT, LLC

MORAN WEALTH MANAGEMENT, LLC of NAPLES, FL is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 319208
- Type: SEC-registered investment adviser
- SEC file number: 801-123682
- Location: 5801 PELICAN BAY BLVD, SUITE 110, NAPLES, FL, 34108
- Phone: 239-920-4440
- Latest filing: 2026-06-04
- Regulatory AUM: $5.1B
- Discretionary AUM: $3.9B
- Non-discretionary AUM: $1.2B
- Clients: 56
- Accounts: 12,260

## Business model

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

## Officers, owners & control persons (23)

| Name | Role | Location |
| --- | --- | --- |
| Moran Michael | MANAGING MEMBER AND GRANTOR OF THOMAS M. MORAN REVOCABLE TRUST | Lempster, NH |
| Kylen Shea O'Keeffe | MEMBER AND TRUSTEE OF SANDRA O. MORAN 2020 DESCENDANTS TRUST; TRUSTEE | — |
| Donald Edward Drury | MEMBER | — |
| Patrick Keenan Moran | MEMBER AND TRUSTEE OF THOMAS M. MORAN 2015 IRREVOCABLE INSURANCE TRUST; TRUSTEE | — |
| Thomas Michael Moran | MANAGING MEMBER AND GRANTOR OF THOMAS M. MORAN REVOCABLE TRUST | — |
| Timothy Andrew O'Leary | CHIEF COMPLIANCE OFFICER | — |
| Kylen Shea Moran | MEMBER AND TRUSTEE OF SANDRA O. MORAN 2020 DESCENDANTS TRUST | — |
| Kylen Moran | TRUSTEE | — |
| MORAN RICHARD THOMAS | MANAGING MEMBER; MANAGING MEMBER AND GRANTOR OF THOMAS M. MORAN REVOCABLE TRUST | — |
| FRANK CHERYL ELIZABETH | MEMBER | — |
| GRANT COREY | MEMBER | — |
| MORAN KYLEN | CHIEF COMPLIANCE OFFICER AND MEMBER; MEMBER; MEMBER AND TRUSTEE OF SANDRA O. MORAN 2020 DESCENDANTS TRUST (+1 more) | — |
| MONGIN MICHAEL JOHN | MEMBER | — |
| DRURY DONALD EDWARD | MEMBER | — |
| CHESEBROUGH CHARLES EDWARD | MEMBER | — |
| MORAN PATRICK KEENAN | MEMBER; MEMBER AND TRUSTEE OF THOMAS M. MORAN 2015 IRREVOCABLE INSURANCE TRUST; TRUSTEE | — |
| SHAW CHRISTINA | MEMBER | — |
| BARAKETT DAWN LOUISE | MEMBER | — |
| BUBOLTZ ASHLEY NICOLE | CHIEF COMPLIANCE OFFICER AND MEMBER; MEMBER | — |
| NURSE ANGELETT | MEMBER | — |
| SISTRUNK EARL LOWRY | MEMBER | — |
| GANEY CHELSEA RAE | MEMBER | — |
| MORAN KYLEN SHEA | MEMBER AND TRUSTEE OF SANDRA O. MORAN 2020 DESCENDANTS TRUST | — |


## Disclosures (6)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | criminal | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/319208/brochure
- Similar advisers: https://search.stillhousedata.com/firm/319208/similar
- Related entities: https://search.stillhousedata.com/firm/319208/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/319208

---

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.