NAPLES WEALTH PLANNING, LLC
Legal name: NAPLES WEALTH PLANNING
CRD #330316 SEC #801-129895 BONITA SPRINGS, FL 239-330-4183
SEC Registered
Total AUM
$356.3M
Discretionary
$185.6M
Employees
13
Clients
1
Accounts
795
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $356.3M | $185.6M | $170.7M | 13 | 0 |
| Apr 2025 | $356.3M | $185.6M | $170.7M | 13 | 0 |
| Apr 2025 | $356.3M | $185.6M | $170.7M | 13 | 0 |
| Dec 2024 | $466.7M | $261.1M | $205.7M | 15 | 0 |
| Aug 2024 | $466.7M | $261.1M | $205.7M | 15 | 0 |
| Mar 2024 | $0 | $0 | $0 | 15 | 0 |
| Mar 2024 | $0 | $0 | $0 | 15 | 0 |
DateOct 2025
Total AUM$356.3M
Discretionary$185.6M
Non-Disc.$170.7M
Employees13
Clients0
DateApr 2025
Total AUM$356.3M
Discretionary$185.6M
Non-Disc.$170.7M
Employees13
Clients0
DateApr 2025
Total AUM$356.3M
Discretionary$185.6M
Non-Disc.$170.7M
Employees13
Clients0
DateDec 2024
Total AUM$466.7M
Discretionary$261.1M
Non-Disc.$205.7M
Employees15
Clients0
DateAug 2024
Total AUM$466.7M
Discretionary$261.1M
Non-Disc.$205.7M
Employees15
Clients0
DateMar 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees15
Clients0
DateMar 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees15
Clients0