MARIDEA WEALTH MANAGEMENT

25 Kent Avenue
Suite 401
Brooklyn, New York 11249
Tel: 269-598-0939

About MARIDEA WEALTH MANAGEMENT

MARIDEA WEALTH MANAGEMENT, formally registered with the SEC as MARIDEA WEALTH MANAGEMENT. The firm was established in 01/31/2024. They have over 10 offices throughout the country.

MARIDEA WEALTH MANAGEMENT is a Brooklyn, New York based Financial Planning firm with nearly $25,183,144 assets under management, offering retirement planning & investment advisory services to 102 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	325523
SEC#	801-129360
Assets Managed by Firm	$25,183,144
No. of Clients	102
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	102	$25,183,144
Individuals (other than high net worth individuals)	44	$8,427,201
High net worth individuals	18	$14,251,208
Corporations or other businesses	Fewer than 5 clients	$2,504,735

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