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Managing Member and Chief Compliance Officer · Naples Wealth Advisors, LLC

Bryan E. Smith

CRD 2324786 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Naples Wealth Advisors, LLC, an SEC-registered asset manager based in Naples, FL with $0 in regulatory assets, lists Bryan E. Smith on its Form ADV as Managing Member and Chief Compliance Officer, a control person. The SEC filings also name Bryan at 1 other registered adviser.

Firms and roles

  • Naples Wealth Advisors, LLCManaging Member and Chief Compliance OfficerAsset manager · Naples, FL · $0M in regulatory assets
  • NamcoaPresidentAsset manager · Mooresville, NC · $404M in regulatory assets

AtlasMembers

Bryan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Bryan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.