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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 24, 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 |
|---|---|---|---|---|
| BRUNEAU, BRIAN, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER - MANAGING MEMBER | NA | Control |
| BRUNEAU, BRIAN, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER - MANAGING MEMBER | NA | Control |
| BRUNEAU, BRIAN, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER - MANAGING MEMBER | NA | Control |
| BRUNEAU, BRIAN, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER - MANAGING MEMBER | NA | Control |
| BRUNEAU, BRIAN, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER - MANAGING MEMBER | NA | Control |
| CALHOUN, RICHARD, J | I | STRATEGIC ADVISOR | NA | |
| CALHOUN, RICHARD, J | I | STRATEGIC ADVISOR | NA | |
| CALHOUN, RICHARD, J | I | STRATEGIC ADVISOR | NA | |
| CALHOUN, RICHARD, J | I | STRATEGIC ADVISOR | NA | |
| CALHOUN, RICHARD, J | I | STRATEGIC ADVISOR | NA | |
| MLA CAPITAL PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| MLA CAPITAL PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| MLA CAPITAL PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| MLA CAPITAL PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| MLA CAPITAL PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| BRUNEAU, BRIAN, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER - MANAGING MEMBER | D | Control |
| BRUNEAU, BRIAN, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER - MANAGING MEMBER | D | Control |
| BRUNEAU, BRIAN, JOSEPH | I | PRESIDENT & CHIEF COMPLIANCE OFFICER - MANAGING MEMBER | D | Control |
| CALHOUN, RICHARD, JOSEPH | I | CHIEF EXECUTIVE OFFICER - MANAGING MEMBER | D | Control |
| CALHOUN, RICHARD, JOSEPH | I | CHIEF EXECUTIVE OFFICER - MANAGING MEMBER | D | Control |
| CALHOUN, RICHARD, JOSEPH | I | CHIEF EXECUTIVE OFFICER - MANAGING MEMBER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BRUNEAU, BRIAN, JOSEPH | I | MLA CAPITAL PARTNERS, LLC | D | Control |
| CALHOUN, RICHARD, J | I | MLA CAPITAL PARTNERS, LLC | D | Control |
Registrations
Federal
IA
Oct 24, 2025 REGISTERED
Notice Filings (4)
FL MO NY OH
Address
3301 BONITA BEACH ROADSUITE 308
BONITA SPRINGS, FL 34103
United States
Phone: 239-330-4183