NAPLES MONEY MANAGEMENT LLC
CRD #153499 SEC #801-71295 NAPLES, FL 239-261-4800
SEC Registered
Total AUM
$157.8M
Discretionary
$153.4M
Employees
4
Clients
26
Accounts
498
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LITCHFIELD, DAWN, PERNICIARO | I | VICE PRESIDENT | NA | Control |
| LITCHFIELD, DAWN, PERNICIARO | I | VICE PRESIDENT | NA | Control |
| LITCHFIELD, DAWN, PERNICIARO | I | VICE PRESIDENT | NA | Control |
| LITCHFIELD, DAWN, PERNICIARO | I | VICE PRESIDENT | NA | Control |
| LITCHFIELD, DAWN, PERNICIARO | I | VICE PRESIDENT | NA | Control |
| LITCHFIELD, DAWN, PERNICIARO | I | VICE PRESIDENT | NA | Control |
| LITCHFIELD, DAWN, PERNICIARO | I | VICE PRESIDENT | NA | Control |
| LITCHFIELD, DAWN, PERNICIARO | I | VICE PRESIDENT | NA | Control |
| LITCHFIELD, DAWN, PERNICIARO | I | VICE PRESIDENT | NA | Control |
| LITCHFIELD, DAWN, PERNICIARO | I | VICE PRESIDENT | NA | Control |
| LITCHFIELD, DAWN, PERNICIARO | I | VICE PRESIDENT | NA | Control |
| LITCHFIELD, DAWN, PERNICIARO | I | VICE PRESIDENT | NA | Control |
| LITCHFIELD, DAWN, PERNICIARO | I | VICE PRESIDENT | NA | Control |
| LITCHFIELD, DAWN, PERNICIARO | I | VICE PRESIDENT | NA | Control |
| LITCHFIELD, DAWN, PERNICIARO | I | VICE PRESIDENT | NA | Control |
| LITCHFIELD, DAWN, PERNICIARO | I | CO-FOUNDER | NA | |
| LITCHFIELD, DAWN, PERNICIARO | I | CO-FOUNDER | NA | |
| LITCHFIELD, DAWN, PERNICIARO | I | CO-FOUNDER | NA | |
| LITCHFIELD, DAWN, PERNICIARO | I | CO-FOUNDER | NA | |
| LITCHFIELD, DAWN, PERNICIARO | I | CO-FOUNDER | NA | |
| LITCHFIELD, DAWN, PERNICIARO | I | MANAGER, CO-FOUNDER & CHIEF COMPLIANCE OFFICER | NA | |
| LITCHFIELD, DAWN, PERNICIARO | I | MANAGER, CO-FOUNDER & CHIEF COMPLIANCE OFFICER | NA | |
| LITCHFIELD, DAWN, PERNICIARO | I | MANAGER, CO-FOUNDER & CHIEF COMPLIANCE OFFICER | NA | |
| LITCHFIELD, DAWN, PERNICIARO | I | MANAGER, CO-FOUNDER & CHIEF COMPLIANCE OFFICER | NA | |
| LITCHFIELD, DAWN, PERNICIARO | I | MANAGER, CO-FOUNDER & CHIEF COMPLIANCE OFFICER | NA | |
| LITCHFIELD, DAWN, PERNICIARO | I | MANAGER, CO-FOUNDER & CHIEF COMPLIANCE OFFICER | NA | |
| LITCHFIELD, DAWN, PERNICIARO | I | MANAGER, CO-FOUNDER & CHIEF COMPLIANCE OFFICER | NA | |
| NELSON, DENNIS, DAVID | I | PRESIDENT | NA | Control |
| NELSON, DENNIS, DAVID | I | PRESIDENT | NA | Control |
| NELSON, DENNIS, DAVID | I | PRESIDENT | NA | Control |
| NELSON, DENNIS, DAVID | I | PRESIDENT | NA | Control |
| NELSON, DENNIS, DAVID | I | PRESIDENT | NA | Control |
| NELSON, DENNIS, DAVID | I | PRESIDENT | NA | Control |
| NELSON, DENNIS, DAVID | I | PRESIDENT | NA | Control |
| NELSON, DENNIS, DAVID | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| NELSON, DENNIS, DAVID | I | PRESIDENT | NA | Control |
| NELSON, DENNIS, DAVID | I | PRESIDENT | NA | Control |
| NELSON, DENNIS, DAVID | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| NELSON, DENNIS, DAVID | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| ONEIL, TIMOTHY, SEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ONEIL, TIMOTHY, SEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ONEIL, TIMOTHY, SEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ONEIL, TIMOTHY, SEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ONEIL, TIMOTHY, SEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ONEIL, TIMOTHY, SEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ONEIL, TIMOTHY, SEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ONEIL, TIMOTHY, SEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ONEIL, TIMOTHY, SEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ONEIL, TIMOTHY, SEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BANYAN ACQUISITION COMPANY, INC. | DE | OWNER | E | |
| BANYAN ACQUISITION COMPANY, INC. | DE | OWNER | E | |
| BANYAN ACQUISITION COMPANY, INC. | DE | OWNER | E | |
| BANYAN ACQUISITION COMPANY, INC. | DE | OWNER | E | |
| BANYAN ACQUISITION COMPANY, INC. | DE | OWNER | E | |
| BANYAN ACQUISITION COMPANY, INC. | DE | OWNER | E | |
| BANYAN ACQUISITION COMPANY, INC. | DE | OWNER | E | |
| BANYAN ACQUISITION COMPANY, INC. | DE | OWNER | E | |
| BANYAN ACQUISITION COMPANY, INC. | DE | OWNER | E | |
| BANYAN ACQUISITION COMPANY, INC. | DE | OWNER | E | |
| DENNIS D. NELSON REVOCABLE TRUST | DE | OWNER | E | Control |
| DENNIS D. NELSON REVOCABLE TRUST | DE | OWNER | E | Control |
| NELSON, DENNIS, DAVID | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| NELSON, DENNIS, DAVID | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| NELSON, DENNIS, DAVID | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| NELSON, DENNIS, DAVID | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| NELSON, DENNIS, DAVID | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| NELSON, DENNIS, DAVID | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| NELSON, DENNIS, DAVID | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| NELSON, DENNIS, DAVID | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | E | Control |
| NELSON, DENNIS, DAVID | I | OWNER | E | Control |
| NELSON, DENNIS, DAVID | I | OWNER | E | Control |
| BICKLE, MARCUS, R | I | OWNER | D | Control |
| BICKLE, MARCUS, R | I | OWNER | D | Control |
| BICKLE, MARCUS, R | I | OWNER | D | Control |
| BICKLE, MARCUS, R | I | OWNER | D | Control |
| DAWN PERNICIARO BROWN LIVING TRUST | DE | OWNER | D | Control |
| DAWN PERNICIARO BROWN LIVING TRUST | DE | OWNER | D | Control |
| DAWN PERNICIARO BROWN LIVING TRUST | DE | OWNER | D | Control |
| DAWN PERNICIARO BROWN LIVING TRUST | DE | OWNER | D | Control |
| LITCHFIELD, DAWN, PERNICIARO | I | MEMBER | D | Control |
| LITCHFIELD, DAWN, PERNICIARO | I | PRESIDENT | D | Control |
| LITCHFIELD, DAWN, PERNICIARO | I | PRESIDENT | D | Control |
| LITCHFIELD, DAWN, PERNICIARO | I | PRESIDENT | D | Control |
| LITCHFIELD, DAWN, PERNICIARO | I | VICE PRESIDENT | D | Control |
| LITCHFIELD, DAWN, PERNICIARO | I | VICE PRESIDENT | D | Control |
| LITCHFIELD, DAWN, PERNICIARO | I | VICE PRESIDENT | D | Control |
| LITCHFIELD, DAWN, PERNICIARO | I | VICE PRESIDENT | D | Control |
| NELSON, DENNIS, DAVID | I | MEMBER | D | Control |
| NELSON, DENNIS, DAVID | I | CHIEF COMPLIANCE OFFICER | D | Control |
| NELSON, DENNIS, DAVID | I | CHIEF COMPLIANCE OFFICER | D | Control |
| NELSON, DENNIS, DAVID | I | CHIEF COMPLIANCE OFFICER | D | Control |
| NELSON, DENNIS, DAVID | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| NELSON, DENNIS, DAVID | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| NELSON, DENNIS, DAVID | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| NELSON, DENNIS, DAVID | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (2)
FL VT
Address
10001 TAMIAMI TRAIL NORTHNAPLES, FL 34108
United States
Phone: 239-261-4800