Moran Wealth Management, LLC
Florida
Registered In
08/31/2018
Incorp. Date
Company Summary
Moran Wealth Management, LLC at 5801 Pelican Bay Blvd STE 110, Naples, FL 34108 lists Moran Thomas M of Naples, FL as the associate.
- Registered In
- Florida
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Florida Limited Liability Co.
- Status
- Active
- EIN
- 83-1956089
- ********@hahnlaw.com
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Sunbiz Trellis.Law Recent News
|
Hl Statutory Agent, Inc.
Registered Agent
|
5811 PELICAN BAY BLVD STE 650, NAPLES, FL 34108
|
|
|
Moran Thomas M
Manager
|
5801 PELICAN BAY BLVD STE 110, NAPLES, FL 34108
|
|
5801 PELICAN BAY BLVD STE 110, NAPLES, FL 34108
View Map
|
Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).
|
Moran Edwards Asset Management, Llc
|
Naples, FL | ||
|
Seagate Capital Management
|
Naples, FL |
Financial Information for Moran Wealth Management, LLC
Form 5500
MORAN WEALTH MANAGEMENT
5801 Pelican Bay Blvd STE 110, Naples, FL 34108 (239) 920-4440 EIN:83-1956089 Plan Admin:Thomas Moran| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameMORAN WEALTH MANAGEMENT LLC 401K Plan #001 Participants BOY/EOY42 / 47 Assets BOY/EOY$3,267,053 / $4,694,882 | 2023 | MORAN WEALTH MANAGEMENT LLC 401K - Plan #001 | 42 / 47 | $3,267,053 / $4,694,882 |
| 2023 | Plan NameMORAN WEALTH MANAGEMENT LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY36 / 41 Assets BOY/EOY$460,791 / $1,019,391 | 2023 | MORAN WEALTH MANAGEMENT LLC CASH BALANCE PLAN - Plan #002 | 36 / 41 | $460,791 / $1,019,391 |
| 2022 | Plan NameMORAN WEALTH MANAGEMENT LLC 401K Plan #001 Participants BOY/EOY35 / 42 Assets BOY/EOY$3,046,802 / $3,267,053 | 2022 | MORAN WEALTH MANAGEMENT LLC 401K - Plan #001 | 35 / 42 | $3,046,802 / $3,267,053 |
| 2022 | Plan NameMORAN WEALTH MANAGEMENT LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY33 / 35 Assets BOY/EOY$0 / $460,791 | 2022 | MORAN WEALTH MANAGEMENT LLC CASH BALANCE PLAN - Plan #002 | 33 / 35 | $0 / $460,791 |
| 2021 | Plan NameMORAN WEALTH MANAGEMENT LLC 401K Plan #001 Participants BOY/EOY33 / 39 Assets BOY/EOY$1,886,110 / $3,046,802 | 2021 | MORAN WEALTH MANAGEMENT LLC 401K - Plan #001 | 33 / 39 | $1,886,110 / $3,046,802 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
MORAN WEALTH MANAGEMENT, LLC
5801 Pelican Bay Blvd. Suite 110, NAPLES, FL 34108-2709| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/09/2020 | Approved$519,840 Forgiven$522,757 LenderFirst Foundation Bank Jobs29 | 04/09/2020 | $519,840 | $522,757 | First Foundation Bank | 29 |
PPP Loans based on Paycheck Protection Program.
Related Business Names:
|
Moran Wealth Management, LLC
Registered in Arizona
|
Scottsdale, AZ | View Report | |
|
Moran Wealth Management, LLC
Registered in Oklahoma
|
Oklahoma City, OK | View Report |
Address Match:5801 Pelican Bay Blvd Naples, FL
Person/City Match:Moran Thomas M - Naples, FL
|
Naples Retirement Plans Consulting Association, Inc.
Registered in Florida
|
Naples, FL | View Report |
The following government agencies have contributed data:
Florida Department of State U.S. Department of Labor U.S. Small Business Administration
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States
Delaware, United States