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Moran Wealth Management

Company Profile

Company profile

Website

www.moranwm.com

Incorporated

Fiscal year end

SEC CIK

IRS number

831956089

SEC advisor number

801-123682

FINRA CRD number

319208

AUM ?

$4.05 bn (as of 15 May 23)

Accounts

11,190 (as of 15 May 23)

Employees

37 (20 investment advisory or research)

Office hours

Monday - Friday, 8:30AM-5:00PM

Brochures

Disclosure Brochure for Moran Wealth Management, LLC (6 Apr 23)

Ownership

Owner	Title	From	%Ownership
Moran, Kylen	Member and Trustee of Sandra O. Moran 2020 Descendants Trust	02/2022	< 5%
Drury, Donald, Edward	Member	11/2021	< 5%
Moran, Patrick, Keenan	Member and Trustee of Thomas M. Moran 2015 Irrevocable Insurance Trust	11/2021	< 5%
Moran, Thomas	Managing Member and Grantor of Thomas M. Moran Revocable Trust	11/2021	25-50%
Buboltz, Ashley, Nicole	Chief Compliance Officer and Member	11/2021	< 5%
Sandra O. Moran 2020 Descendants Trust	Trust	11/2021	25-50%
Thomas M. Moran 2015 Irrevocable Insurance Trust	Trust	11/2021	10-25%
Moran, Patrick, Keenan	Trustee	11/2021
Moran, Kylen	Trustee	11/2021
Thomas M. Moran Revocable Trust	Trust	08/2004	25-50%

Latest filings (excl ownership)

Annual report of proxy voting record

Latest ownership filings

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

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