MORAN WEALTH MANAGEMENT, LLC
CRD #319208 SEC #801-123682 NAPLES, FL 239-920-4440
SEC Registered
Total AUM
$5.1B
Discretionary
$4B
Employees
53
Clients
251
Accounts
12,102
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $5.1B | $4B | $1.1B | 53 | 5 |
| Oct 2025 | $5.1B | $4B | $1.1B | 53 | 5 |
| Sep 2025 | $4.7B | $3.7B | $1B | 52 | 5 |
| Sep 2025 | $4.7B | $3.7B | $1B | 53 | 5 |
| Jul 2025 | $4.7B | $3.7B | $1B | 52 | 5 |
| Jun 2025 | $4.7B | $3.7B | $1B | 51 | 5 |
| Jun 2025 | $4.7B | $3.7B | $1B | 50 | 5 |
| May 2025 | $4.7B | $3.7B | $1B | 49 | 5 |
| Mar 2025 | $4.7B | $3.7B | $1B | 48 | 5 |
| Feb 2025 | $4.7B | $3.7B | $1B | 47 | 5 |
| Feb 2025 | $4.3B | $3.3B | $922M | 47 | 4 |
| Sep 2024 | $4.3B | $3.3B | $922M | 44 | 4 |
| Mar 2024 | $4.3B | $3.3B | $922M | 44 | 4 |
| Jul 2023 | $4.1B | $3.2B | $839.3M | 37 | 0 |
| May 2023 | $4.1B | $3.2B | $839.3M | 37 | 0 |
| May 2023 | $4.1B | $3.2B | $839.3M | 37 | 0 |
| Apr 2023 | $4.1B | $3.2B | $839.3M | 37 | 0 |
| Apr 2023 | $4.1B | $3.2B | $839.3M | 37 | 0 |
| Mar 2023 | $4.1B | $3.2B | $839.3M | 37 | 0 |
| Dec 2022 | $2.5B | $2.1B | $461.5M | 25 | 0 |
| Oct 2022 | $2.5B | $2.1B | $461.5M | 25 | 0 |
| Aug 2022 | $2.5B | $2.1B | $461.5M | 25 | 0 |
| Aug 2022 | $2.5B | $2.1B | $461.5M | 25 | 0 |
| May 2022 | $0 | $0 | $0 | 25 | 0 |
| Mar 2022 | $0 | $0 | $0 | 25 | 0 |
DateNov 2025
Total AUM$5.1B
Discretionary$4B
Non-Disc.$1.1B
Employees53
Clients5
DateOct 2025
Total AUM$5.1B
Discretionary$4B
Non-Disc.$1.1B
Employees53
Clients5
DateSep 2025
Total AUM$4.7B
Discretionary$3.7B
Non-Disc.$1B
Employees52
Clients5
DateSep 2025
Total AUM$4.7B
Discretionary$3.7B
Non-Disc.$1B
Employees53
Clients5
DateJul 2025
Total AUM$4.7B
Discretionary$3.7B
Non-Disc.$1B
Employees52
Clients5
DateJun 2025
Total AUM$4.7B
Discretionary$3.7B
Non-Disc.$1B
Employees51
Clients5
DateJun 2025
Total AUM$4.7B
Discretionary$3.7B
Non-Disc.$1B
Employees50
Clients5
DateMay 2025
Total AUM$4.7B
Discretionary$3.7B
Non-Disc.$1B
Employees49
Clients5
DateMar 2025
Total AUM$4.7B
Discretionary$3.7B
Non-Disc.$1B
Employees48
Clients5
DateFeb 2025
Total AUM$4.7B
Discretionary$3.7B
Non-Disc.$1B
Employees47
Clients5
DateFeb 2025
Total AUM$4.3B
Discretionary$3.3B
Non-Disc.$922M
Employees47
Clients4
DateSep 2024
Total AUM$4.3B
Discretionary$3.3B
Non-Disc.$922M
Employees44
Clients4
DateMar 2024
Total AUM$4.3B
Discretionary$3.3B
Non-Disc.$922M
Employees44
Clients4
DateJul 2023
Total AUM$4.1B
Discretionary$3.2B
Non-Disc.$839.3M
Employees37
Clients0
DateMay 2023
Total AUM$4.1B
Discretionary$3.2B
Non-Disc.$839.3M
Employees37
Clients0
DateMay 2023
Total AUM$4.1B
Discretionary$3.2B
Non-Disc.$839.3M
Employees37
Clients0
DateApr 2023
Total AUM$4.1B
Discretionary$3.2B
Non-Disc.$839.3M
Employees37
Clients0
DateApr 2023
Total AUM$4.1B
Discretionary$3.2B
Non-Disc.$839.3M
Employees37
Clients0
DateMar 2023
Total AUM$4.1B
Discretionary$3.2B
Non-Disc.$839.3M
Employees37
Clients0
DateDec 2022
Total AUM$2.5B
Discretionary$2.1B
Non-Disc.$461.5M
Employees25
Clients0
DateOct 2022
Total AUM$2.5B
Discretionary$2.1B
Non-Disc.$461.5M
Employees25
Clients0
DateAug 2022
Total AUM$2.5B
Discretionary$2.1B
Non-Disc.$461.5M
Employees25
Clients0
DateAug 2022
Total AUM$2.5B
Discretionary$2.1B
Non-Disc.$461.5M
Employees25
Clients0
DateMay 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees25
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees25
Clients0