Moran Wealth Management, LLC
Firm details
- Headquarters
- Naples, Florida
- CRD number
- 319208
- Registered since
- April 15, 2022
- Website
- moranwm.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI89.6%
- Individuals4.8%
- Corporations / Businesses2.92%
- Pension & Profit Sharing Plans1.61%
- Charitable Organizations1.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Moran Wealth Management, LLC is an independent registered investment adviser established in 2022 that serves both individual/family and institutional clients. The firm functions as a capital allocator and provides a mix of advisory services that include financial planning, portfolio management for individuals, small businesses and institutions, and the selection of external managers. Its fee arrangements combine asset-based fees with hourly and fixed-fee engagements. Moran does not present itself as an active ESG investor and is not registered as a multi-state adviser for the purposes disclosed. The firm received placement on Forbes' America's Top RIA Firms list in 2023, indicating third-party recognition of its practice among independent advisers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities78%
- Public Funds/Mutual Funds11%
- Cash & Cash Equivalents10%
- Investment Grade Corp Bonds3%
- State & Local Bonds2%
Owners & executives
3 of 6
Timothy O'leary
Chief Compliance OfficerCRD 1414269
Tyler Hardt
Chief Portfolio ManagerCRD 6995387
Christina Shaw
Chief Data OfficerCRD 4948858
Contacts
3 of 32
Julie Rich
Senior Vice PresidentCRD 3213079
Kathleen Herget
Client Operations SpecialistCRD 4294247
Jeffrey Lebriton
Client Account SpecialistCRD 5155142
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$312M in ETFs
87%
$272M
7%
$40.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | Invesco | Passive | Large Blend | $44.2M | 207,812 | 14.16% |
Location
Naples, FL
Collier
Location
Naples, FL
Headquartered in Naples, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.
- Metro area
- Cape Coral-Fort Myers-Naples, FL
- Region
- South
- County
- Collier
- Address
- 5801 Pelican Bay Blvd
- Time zone
- ET (UTC-5)
- Office locations
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