Investment adviser · CRD 330316
NAPLES WEALTH PLANNING
Investment adviser filing (IA)
NAPLES WEALTH PLANNING, LLC
BONITA SPRINGS, FL, United States · Form ADV filed Apr 1, 2026
- Regulatory AUM
- $227M Form ADV · Item 5.F
- Client accounts
- 452 Accounts, not individual clients
- Employees
- 13 Reported in this filing
- Advisory professionals
- 10 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 44 | $155,920,554 | 68.7% |
| Individuals | 181 | $71,013,194 | 31.3% |
| Corporations & businesses | Fewer than 5 | $926 | 0.0% |
Filing source
Form ADV 2090915 · Apr 1, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 1, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
3301 BONITA BEACH ROAD, SUITE 308BONITA SPRINGS, FL, 34103, United States
CRD 330316
Filing source
Form ADV 2090915 · Apr 1, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.