Naples Wealth Advisors, LLC

Overview

Naples Wealth Advisors, LLC is a newly formed limited liability company that registered with the SEC in 2026. The firm presents itself as an advisory practice focused on financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. It charges clients either a percentage of assets under management or fixed fees and does not identify itself as an active ESG investor. Administrative and regulatory fields in the source record indicate the firm is unclassified and not listed as a capital allocator or related adviser. Industry affiliation is recorded as "Other Investment Adviser." Although pension consulting is listed among offered services, the firm's record does not flag it under the separate "Pension Consultant" designation.

Assets & Accounts

Location & Offices