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WILLIAM RAVEIS - MORAN WEALTH MANAGEMENT, LLC

NAPLES, FL · CRD 341425 · IAPD ↗ · 239-920-4521

$0Regulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

85
May 2026 — WILLIAM RAVEIS - MORAN WEALTH MANAGEMENT, LLC (NAPLES, FL) is newly SEC-registered with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.