BONITA SPRINGS, FLCRD 330316Latest ADV April 1, 2026
Naples Wealth Planning is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bonita Springs, FL. Its latest Form ADV filing, dated April 1, 2026, reports $227M in regulatory assets under management, 13 employees, and 452 accounts.
Assets Under Management
$227M
Employees
13
Offices
--
Total Clients
226
Primary office
BONITA SPRINGS, FL
3301 BONITA BEACH ROAD, SUITE 308, BONITA SPRINGS, FL, United States
Top client segmentIndividuals represent 80.1% of total clients.
Top client categories% of clientsClients
1
Individuals
80.1%
181
2
HNWI
19.5%
44
3
Corporations
0.4%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$227Mas of April 1, 2026
Discretionary51.1%
$116M
51% of total RAUM51.1%
Non-discretionary48.9%
$111M
49% of total RAUM48.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$227M
Total Accounts452
10Y AUM Change+$227M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee17:1
10Y Employee Change-2 (-13.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.