Moran Wealth Management, LLC

RIASEC Registered
Total AUM
$5.1B
Discretionary
$3.9B
77% of AUM
Avg account
$416K
Accounts
12,260
Employees
56
Advisory reps
37

Firm details

Headquarters
Naples, Florida
CRD number
319208
Registered since
April 15, 2022
Website
moranwm.com
Custodians
PERSHING LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI89.6%
  • Individuals4.8%
  • Corporations / Businesses2.92%
  • Pension & Profit Sharing Plans1.61%
  • Charitable Organizations1.07%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Moran Wealth Management, LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (registered in 2022) and identifies as a capital allocator that serves both individual/family and institutional clients. Its advisory remit spans financial planning, discretionary and non‑discretionary portfolio management for individuals, small businesses and larger business or institutional clients, and the selection of third‑party advisers. Fee arrangements include percentage-of-AUM charges as well as hourly and fixed-fee engagements. Moran does not characterize itself as an active ESG investor. The firm was included on Forbes’ America’s Top RIA Firms list in 2023.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 78%, Public Funds/Mutual Funds 11%, Cash & Cash Equivalents 10%, Investment Grade Corp Bonds 3%, State & Local Bonds 2%, US Government Bonds 1%, Private Funds 1%78%
  • Exchange Traded Equities78%
  • Public Funds/Mutual Funds11%
  • Cash & Cash Equivalents10%
  • Investment Grade Corp Bonds3%
  • State & Local Bonds2%

Owners & executives

3 of 6
  • Tyler Hardt

    Tyler Hardt

    Chief Portfolio ManagerCRD 6995387

  • Kylen Moran

    Kylen Moran

    Chief Brand OfficerCRD 6232057

  • Ryan Frank

    Ryan Frank

    Chief Operations OfficerCRD 6298873

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Contacts

3 of 31
  • Kathleen Herget

    Kathleen Herget

    Client Operations SpecialistCRD 4294247

  • Shichen Xu

    Shichen Xu

    Vice President & Portfolio ManagerCRD 6675716

  • Corey Grant

    Corey Grant

    Vice PresidentCRD 6097072

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

ETF holdings

1 of 56

Active vs passive

$273M in ETFs

Passive

83%

$227M

Active

8%

$45.5M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO S&P 500 EQUAL WEIGHT ETF (RSP)InvescoPassiveLarge Blend$31.1M149,45011.40%
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Location

Primary office

Naples, FL

Collier

Location

Naples, FL

Headquartered in Naples, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.

Metro area
Cape Coral-Fort Myers-Naples, FL
Region
South
County
Collier
Address
5801 Pelican Bay Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth