Financial AdvisoryWealth Managementactive

Naples Family Wealth Management

Richard Morris, CEO

Naples Family Wealth Management is a financial advisory firm located in Naples, FL, offering wealth management and financial planning services. The website mentions personalized strategies for families and individuals.

Filed November 14, 2025 · Naples, FL · Collier County

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Source

Florida Division of Corporations (Sunbiz) · Entity L25000518691

Search the registry for L25000518691 ›JSON record ›

About Naples Family Wealth Management

Naples Family Wealth Management is a financial advisory business (FLAL) registered on November 14, 2025 with the Florida Division of Corporations. The business is located in Naples, Florida 34102. Collier County is its county of record. The record lists Richard Morris as CEO.

One of 556 new businesses registered in Naples in November 2025, and the only financial advisory business registered there that month.

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Filing Details

Entity NameNAPLES FAMILY WEALTH MANAGEMENT LLC
Entity TypeFLAL
Entity NumberL25000518691
Filing DateNovember 14, 2025
Principal AddressLocked
City / State / ZipNaples, FL 34102
CountyCollier
TimezoneEastern (ET)
EIN on FileNo
Registered AgentRICHARD
Agent AddressLocked

Officers / Authorized Persons

R
Richard Morris
CEO
Address locked
R
Richard Morris
CEO
Address locked

Frequently Asked Questions

When was Naples Family Wealth Management registered?

Naples Family Wealth Management was registered as FLAL on November 14, 2025 in Florida.

Where is Naples Family Wealth Management located?

Naples Family Wealth Management is based in Naples, FL, 34102, in Collier County.

What type of business is Naples Family Wealth Management?

Naples Family Wealth Management is classified as a financial advisory business (wealth management).

Is Naples Family Wealth Management still active?

According to the Florida Division of Corporations, Naples Family Wealth Management's current record status is "active".

Does Naples Family Wealth Management have an EIN on file?

No EIN was found on file for Naples Family Wealth Management at the time of registration.

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