# NAPLES WEALTH PLANNING, LLC

NAPLES WEALTH PLANNING, LLC of BONITA SPRINGS, FL is an SEC-registered investment adviser.

## Registration

- CRD: 330316
- Type: SEC-registered investment adviser
- SEC file number: 801-129895
- Location: 3301 BONITA BEACH ROAD, SUITE 308, BONITA SPRINGS, FL, 34103
- Phone: 239-330-4183
- Latest filing: 2026-04-01
- Regulatory AUM: $226.9M
- Discretionary AUM: $115.9M
- Non-discretionary AUM: $111.1M
- Clients: 13
- Accounts: 452

## Business model

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

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Richard J Calhoun | MANAGING MEMBER; STRATEGIC ADVISOR; STRATEGIC ADVISOR - MANAGING MEMBER | — |
| Brian Joseph Bruneau | MANAGING MEMBER; PRESIDENT & CHIEF COMPLIANCE OFFICER - MANAGING MEMBER | — |
| CALHOUN KEVIN J | MANAGING MEMBER; STRATEGIC ADVISOR | — |
| BRUNEAU BRIAN JOSEPH | MANAGING MEMBER; PRESIDENT & CHIEF COMPLIANCE OFFICER - MANAGING MEMBER | — |
| CALHOUN RICHARD JOSEPH | CHIEF EXECUTIVE OFFICER - MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/330316/brochure
- Similar advisers: https://search.stillhousedata.com/firm/330316/similar
- Related entities: https://search.stillhousedata.com/firm/330316/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/330316

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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.