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NAPLES WEALTH PLANNING

NAPLES WEALTH PLANNING, LLC

CRD 330316 · SEC 801-129895

Visit website

3301 BONITA BEACH ROAD, SUITE 308, BONITA SPRINGS, FL, 34103, United States

Phone

239-330-4183

Fax

239-443-5622

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$226.9M

Discretionary AUM

$115.9M

Team

13 total employees; 10 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees; Commissions

Org form

Limited Liability Company

Filing date

2026-04-01

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals181$71.0M
High net worth individuals44$155.9M
Corporations/business entities1$926

States served

NY, OH, MO, FL

All web addresses on file

Official SEC filing: View on IAPD