Naples Wealth Planning, Llc
- Regulatory AUM
- $227M
- Discretionary
- $116M
- Clients
- 226
- Avg AUM / client
- $1.0M
- Accounts
- 452
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 181 | $71.0M | 31.3% |
| High net worth individuals | 44 | $156M | 68.7% |
| Corporations and other businesses | 1 | $926 | 0.0% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bruneau, Brian, Joseph | President & Chief Compliance Officer Managing Member | Mar 2024 (2y) | ≈ 37.5% – 75% via Mla Capital Partners, Llc | |
| Richard J Calhoun | Strategic Advisor | May 2024 (2y) | ≈ 37.5% – 75% via Mla Capital Partners, Llc | |
| Nelson Pereira | Registered representative | CFP | Jun 2024 (2y) | |
| Andrew Joseph Krone | Registered representative | Jan 2025 (2y) | ||
| Mackenzie C Rickman | Registered representative | CFP | Jan 2025 (2y) | |
| Jenee C Peters | Registered representative | Nov 2025 (1y) | ||
| John Cimino | Registered representative | Dec 2025 (1y) | ||
| Laurence Elliott Hulbert | Registered representative | Jan 2026 (1y) | ||
| Michael J Iacampo | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mla Capital Partners, Llc | Managing Member | Dec 2024 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Bruneau, Brian, Joseph: 50% – 75% of Mla Capital Partners, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Richard J Calhoun: 50% – 75% of Mla Capital Partners, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/01/2026 | 984 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 01, 2026.
View current Form ADV (SEC/IAPD) ↗