$5.1B Total AUM
$3.9B Disc. AUM
8.4% 3Y CAGR
56 Employees
1,699 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Broadridge · Interactive Brokers · Pershing
- Clients
- Retail and Institutional
- Platforms
- Legacy beaconPioneer insight +more
- Established Date
- 11-01-2021
- Office Locations
- 1
Office Locations
5801 Pelican BAY Blvd, Suite 110 Naples FL
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.
Team overview
41 AVG AGE
$127.4M AVG AUM / ADVISOR
$3.0M AVG AUM / CLIENT
2.4 yrs AVG TENURE
56 Employees
40 Advisory Reps
40 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Optima legacy North harbor Pioneer bridge Prime Delta Eagle capital
Client Personas
Peak pathway Catalyst Optima zenith
CRM
Optima
Custodian
Optima Optima summit Crest Frontier foundation Optima eagle Delta bridge Pioneer vital Vector Vertex Ridge matrix Vertex frontier Alpha timber Delta Peak Summit
Investment Themes
Legacy beacon Momentum Signal Legacy Pioneer Capital bridge Frontier
Investment Vehicles
Fusion Pathway
Platform
Insight
Services
Prime vertex Pioneer harbor North Oak vital Pathway Catalyst Ember radial Quantum atlas Insight capital Eagle legacy Pathway vital Legacy meridian Beacon Beacon
Technology
Beacon Value prime Eagle pathway Pioneer Bridge Beacon crest
Owner & Executives
THOMAS MICHAEL MORAN
Founder, Managing Member
- CRD
- #709062
- Ownership
- 25% but less than 50%
(291) 962-5709
horizon.ember@meridiancapital.com
in linkedin.com/in/momentum-matrix
DONALD EDWARD DRURY
Managing Member, President
- CRD
- #2293847
- Ownership
- Less than 5%
(657) 580-4149
ridge.momentum@timbercapital.com
in linkedin.com/in/focus-alpha
E
Eagle foundation
Element pathway
- CRD
- #25160
- Ownership
- 3.9%
(210) 903-8608
north.vertex@timbercapital.com
in linkedin.com/in/north-horizon
Showing 2 of 5 owners & executives
Unlock allContacts
Isabella Arias
Investment Analyst
- CRD
- #7889061
(357) 206-9224
frontier.catalyst@vertexcapital.com
in linkedin.com/in/quantum-vector
Devon John Banning
Vice President
- CRD
- #7809983
(853) 960-7797
ridge.timber@oakcapital.com
in linkedin.com/in/beacon-peak
U
Unison capital
Radial glacier
- CRD
- #74674
(632) 447-7393
fusion.atlas@optimacapital.com
in linkedin.com/in/eagle-legacy
Showing 2 of 38 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $5,095,822,670
Equity - Exchange:
15.5% Public Funds:
17.8% Cash:
8.3% Corporate - Investment Grade:
12.2% Municipal Bonds:
15.6% Private Funds:
17.3% U.S. Government/Agency:
13.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,026,831,301 | 15.5% |
| Public Funds | $1,179,199,816 | 17.8% |
| Cash | $549,851,600 | 8.3% |
| Corporate - Investment Grade | $808,215,605 | 12.2% |
| Municipal Bonds | $1,033,456,019 | 15.6% |
| Private Funds | $1,146,076,226 | 17.3% |
| U.S. Government/Agency | $881,087,503 | 13.3% |
| Total | $6,624,718,070 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MOMENTUM OPTIMA VALUE | OAK BEACON | FB6CXCHJ6 | VDE | 7.40% | $102,038,239 |
| HORIZON UNISON | GLACIER ZENITH | 5QFHW996Y | RVWYU | 5.86% | $117,778,169 |
| VECTOR BRIDGE | ALPHA PEAK | 6JG61UWNC | ALNBL | 3.51% | $110,898,181 |
| UNISON FOCUS VERTEX | CATALYST BEACON | DAUO19K15 | FVQ | 1.13% | $89,446,920 |
| ELEMENT MERIDIAN EMBER | INSIGHT OAK | DU2XXM65L | UKUU | 9.13% | $24,178,242 |
| ZENITH GLACIER | VECTOR OAK | XWZRHSGSZ | GARG | 5.54% | $66,906,994 |
| SUMMIT MERIDIAN EMBER | ZENITH CREST | G6RIRNPDL | COSB | 2.53% | $98,531,518 |
| CAPITAL HARBOR | VECTOR RIDGE | 8UU898BTY | VMW | 1.89% | $42,388,625 |