# LOCAL WEALTH ADVISORS

LOCAL WEALTH ADVISORS of NAPLES, FL is an SEC-registered investment adviser.

## Registration

- CRD: 336279
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/336279/brochure
- Similar advisers: https://search.stillhousedata.com/firm/336279/similar
- Related entities: https://search.stillhousedata.com/firm/336279/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/336279

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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.