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- Custodian
- Broadridge · Interactive Brokers · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-01-2021
- Office Locations
- 1
Office Locations
About Moran Wealth Management, LLC
Moran Wealth Management, LLC is an independent RIA in Naples, FL with a dual focus on asset management and private wealth advisory for individuals, families, and institutions. The firm builds tailored portfolios and forward-looking financial plans, using proprietary strategies and a primarily ETF-based implementation complemented by public funds and fixed income. Custody includes Pershing.
Reported data analysis
What the numbers show
Between November 24, 2025 and June 4, 2026, reported AUM increased 0.1%, from $5.1B to $5.1B.
Across 5 reported observations, AUM increased 100.4% between December 21, 2022 and June 4, 2026, from $2.5B to $5.1B.
Of the latest reported AUM, 77.3% is discretionary and 22.7% is non-discretionary.
The firm reports 40 advisory representatives and 1,699 clients, or 42.5 clients per representative. That equates to $3.0M in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on June 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Moran Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
THOMAS MICHAEL MORAN
Founder, Managing Member
- CRD
- #709062
- Ownership
- 25% but less than 50%
DONALD EDWARD DRURY
Managing Member, President
- CRD
- #2293847
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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Isabella Arias
Investment Analyst
- CRD
- #7889061
Devon John Banning
Vice President
- CRD
- #7809983
Showing 2 of 37 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,937,769,875 | $455,339 |
| Non-Discretionary | $1,158,052,795 | $320,613 |
| Total | $5,095,822,670 | $415,646 |
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Separately Managed Accounts
SMA allocation detail is available
Moran Wealth Management, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Moran Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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