Naples Money Management LLC
Naples Money Management LLC is an SEC-registered mass-market adviser in Naples, FL with $164.4M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Naples Money Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 153499, SEC 801-71295, data through 2026-04-06.
- AUM (assets under management / regulatory AUM)
- $164.4M (2026-04-06)
- Firm type
- Mass-Market Adviser
- Location
- Naples, FL
- Employees
- 6
- Clients
- 184
- CRD
- 153499
- Ownership
- LITCHFIELD, DAWN, PERNICIARO; NELSON, DENNIS, DAVID; DAWN PERNICIARO BROWN LIVING TRUST; ONEIL, TIMOTHY, SEAN; BANYAN ACQUISITION COMPANY, INC.
How much AUM does Naples Money Management LLC have?
Naples Money Management LLC reported $164.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-06).
Who owns Naples Money Management LLC?
Disclosed owners and executives of Naples Money Management LLC include LITCHFIELD, DAWN, PERNICIARO, NELSON, DENNIS, DAVID, DAWN PERNICIARO BROWN LIVING TRUST, ONEIL, TIMOTHY, SEAN, BANYAN ACQUISITION COMPANY, INC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.