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Member and Trustee of Thomas M. Moran 2015 Irrevocable Insurance Trust · Moran Wealth Management, LLC

Patrick K. Moran

CRD 6625968 · Named on Form ADV at one SEC-registered adviser

At a glance

Moran Wealth Management, LLC, an SEC-registered wealth manager based in Naples, FL with $5.1 billion in regulatory assets, lists Patrick K. Moran on its Form ADV as Member and Trustee of Thomas M. Moran 2015 Irrevocable Insurance Trust.

Firms and roles

  • Moran Wealth Management, LLCMember and Trustee of Thomas M. Moran 2015 Irrevocable Insurance TrustWealth manager · Naples, FL · $5.1B in regulatory assets

AtlasMembers

Patrick’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 the firm
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Control-person status
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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

  • Kylen S. O'KeeffeMember and Trustee of Sandra O. Moran 2020 Descendants Trust, Moran Wealth Management, LLC
  • Donald E. DruryMember, Moran Wealth Management, LLC
  • Thomas M. MoranManaging Member and Grantor of Thomas M. Moran Revocable Trust, Moran Wealth Management, LLC
  • Timothy A. O'LearyChief Compliance Officer, Moran Wealth Management, LLC

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