Naples Wealth Planning
Naples Wealth Planning is an SEC-registered wealth manager in Bonita Springs, FL with $226.9M assets under management (AUM, regulatory AUM), -36% over one year. See who owns Naples Wealth Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 330316, SEC 801-129895, data through 2026-04-01.
- AUM (assets under management / regulatory AUM)
- $226.9M (2026-04-01)
- Firm type
- Wealth Manager
- Location
- Bonita Springs, FL
- Employees
- 13
- Clients
- 226
- CRD
- 330316
- Ownership
- MLA CAPITAL PARTNERS, LLC; CALHOUN, RICHARD, JOSEPH; BRUNEAU, BRIAN, JOSEPH; CALHOUN, RICHARD, J
How much AUM does Naples Wealth Planning have?
Naples Wealth Planning reported $226.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-01).
Who owns Naples Wealth Planning?
Disclosed owners and executives of Naples Wealth Planning include MLA CAPITAL PARTNERS, LLC, CALHOUN, RICHARD, JOSEPH, BRUNEAU, BRIAN, JOSEPH, CALHOUN, RICHARD, J. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.