Investment adviser · CRD 341425

WILLIAM RAVEIS - MORAN WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

NAPLES, FL, United States · Form ADV filed Apr 2, 2026

Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Private funds & service providers

0 Private funds

The 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 2, 2026. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

5801 PELICAN BAY BLVD, STE 103
NAPLES, FL, 34108, United States

CRD 341425

Filing source

Form ADV 2089036 · Apr 2, 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.