N
CRD: 330316
Naples Wealth Planning
$226.9M Total AUM
$115.9M Disc. AUM
-- 3Y CAGR
13 Employees
226 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-01-2024
- Office Locations
- 3
Office Locations
3301 Bonita Beach Road Suite 308 Bonita Springs FL
-- North Wales PA
-- Tarpon Springs FL
About Naples Wealth Planning
Naples Wealth Planning is a Bonita Springs-based RIA with 3 offices. The firm has been operating for 2 years. Managing $226.9M in total assets under management, with 10 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
57 AVG AGE
$22.7M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
1.9 yrs AVG TENURE
13 Employees
10 Advisory Reps
10 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
BRIAN J BRUNEAU
Chief Compliance Officer, Chief Operating Officer, President
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
R
RICHARD J CALHOUN
Partner
- CRD
- #2322340
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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John Cimino
Financial Advisor
- CRD
- #4757028
Available
Available
Available
L
LAURENCE ELLIOTT HULBERT
Vice President
- CRD
- #712122
Available
Available
Available
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $115,867,784 | $514,968 |
| Non-Discretionary | $111,066,890 | $489,281 |
| Total | $226,934,674 | $502,068 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Equity - OTC:
Available Municipal Bonds:
Available Private Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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