William Raveis - Moran Wealth Management, LLC

Overview

William Raveis - Moran Wealth Management, LLC is registered as a limited liability company and is classified in the data as an institutional registered investment adviser. The firm is listed as SEC-registered in 2026 and is identified as a domestic entity with individual ownership elements. It is flagged as a related adviser and shows formal ties to other business lines: another investment adviser, an insurance company, and a real estate broker. The firm is not designated as a capital allocator, does not list active ESG investing as part of its profile, and is not identified as a multistate adviser in the provided data. Its stated fee structure is categorized as “other,” rather than standard asset-based or commission models. The dataset does not specify client segments or typical client profiles.

Assets & Accounts