MORAN WEALTH MANAGEMENT, LLC of NAPLES, FL is an SEC-registered investment adviser (CRD 319208). Regulatory assets under management: $5.1B. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| 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 | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | criminal | — | — | — |