MARIACA WEALTH MANAGEMENT, LLC

1200 Corporate Center Way
Suite 204
Wellington, Florida 33414
Tel: 561-650-8061

About MARIACA WEALTH MANAGEMENT, LLC

MARIACA WEALTH MANAGEMENT, LLC, formally registered with the SEC as MARIACA WEALTH MANAGEMENT, LLC. The firm was established in 02/25/2016. They have over 1 offices throughout the country.

MARIACA WEALTH MANAGEMENT, LLC is a Wellington, Florida based Financial Planning firm with nearly $205,864,210 assets under management, offering retirement planning & investment advisory services to 642 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	164001
SEC#	801-107298
Assets Managed by Firm	$205,864,210
No. of Clients	642
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	642	$205,864,210
Individuals (other than high net worth individuals)	232	$63,477,595
High net worth individuals	46	$124,515,950
Charitable organizations	2	$17,870,665

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