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Strategic Advisor - Managing Member · Naples Wealth Planning

Richard J Calhoun

CRD 2322340 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Naples Wealth Planning, an SEC-registered wealth manager based in Bonita Springs, FL with $227 million in regulatory assets, lists Richard J Calhoun on its Form ADV as Strategic Advisor - Managing Member, a control person. The SEC filings also name Richard at 1 other registered adviser.

Firms and roles

AtlasMembers

Richard’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
2 firmsLocked
When each role began
Locked
Each firm’s assets and growth
Locked
Search and export owners by title, state and firm size
Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

SEC adviser record

Registered since
2000 (26 years)
Designations
None on file
Exams
Series 63, Series 65
Registered in
1 state
Also a broker representative
No
Disclosures on record
Yes, see the SEC record

AtlasMembers

Richard’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
6 firmsLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Brian J BruneauPresident & Chief Compliance Officer - Managing Member, Naples Wealth Planning
  • Dawn P. LitchfieldCo-Founder & Chief Compliance Officer - Member, Naples Money Management LLC
  • Marcus R BickleManaging Member - Officer, Naples Money 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 Richard’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.