LOCAL WEALTH ADVISORS

LOCAL WEALTH ADVISORS of NAPLES, FL is an SEC-registered investment adviser (CRD 336279). Regulatory assets under management: $5.3M.

Registration

• CRD: 336279
• Type: Registered investment adviser
• Location: 999 VANDERBILT BEACH RD.,, NAPLES, FL, 34108
• Phone: 239-422-5454
• Latest filing: 2026-06-01
• Regulatory AUM: $5.3M
• Discretionary AUM: $4.3M
• Non-discretionary AUM: $1.0M
• Clients: 1
• Accounts: 52

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336279 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search