WILLIAM RAVEIS - MORAN WEALTH MANAGEMENT, LLC

Overview

William Raveis - Moran Wealth Management, LLC is organized as a limited liability company and is reported as SEC-registered in 2026. Ownership is listed as a mix of a domestic entity and an individual, and the adviser is flagged as a related adviser to other entities. The firm’s fee arrangement is categorized as “Other,” and it is not identified as a capital allocator. Regulatory and practice flags in the record indicate the firm does not position itself as an active ESG investor, is not a multi-state adviser, and is not a pension consultant. The FINTRX snapshot classifies the firm as “Unclassified” in its internal taxonomy, which suggests its public profile or product mix is limited in the source data. The firm reports industry affiliations with another investment adviser, an insurance company, and a real estate broker. Those ties imply the business may sit within a broader financial-services group and could coordinate wealth management with insurance solutions and property-related services.

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