Naples Wealth Advisors, LLC

Overview

Naples Wealth Advisors, LLC is a newly formed, individual-owned limited liability company that registered as an SEC investment adviser in 2026. The firm’s stated advisory activities focus on financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements include both a percentage-of-AUM model and fixed-fee engagements. The adviser is classified as “other” and is affiliated as an investment adviser rather than with a broker-dealer or family-office network. The record identifies the firm as not multi-state and not a capital allocator.

Assets & Accounts

Investments & Alternatives