NAPLES WEALTH PLANNING, LLC
DBA: NAPLES WEALTH PLANNING
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $226.9M |
| Discretionary | $115.9M51% of AUM |
| Non-Discretionary | $111.1M |
| Client Accounts | 452 |
| Avg Account Size | $502K |
| Employees | 13 |
| Peak AUM | $466.7MAug 2024 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $227M | 36.3% | — | — | |
| Discretionary AUM | $116M | ||||
Key Metrics
| Total AUM | $226.9M |
| Discretionary | $115.9M |
| Employees | 13 |
| Client Accounts | 452 |
| Client Range | 1-10 |
Contact & Location
Address
3301 BONITA BEACH ROAD
BONITA SPRINGS FL 34103
Phone
239-330-4183
Filing History
9 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed FeesCommissions
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$116M
51.1% of AUM
Non-Discretionary
$111M
48.9% of AUM
Disc. mix ▼ 1.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Banking Institution
Related Entities (Item 7)
Pension Consultant