MARIACA WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2016

Total AUM

$251M

Discretionary

$251M

100% of AUM

Avg account

$366K

Accounts

686

Employees

Advisory reps

Firm details

Headquarters: WELLINGTON, Florida
CRD number: 164001
Registered since: February 25, 2016
Website: www.mariacawealth.com
Custodians: CHARLES SCHWAB & CO., INC., TIAA CREFF
Fee structure: Percentage of AUM
Client types: HNWI57.92%
Individuals31.96%
Charitable Organizations10.12%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Mariaca Wealth Management, LLC is an independent registered investment adviser that acts as a capital allocator for high-net-worth individuals, families and small institutions. Registered with the SEC in 2016 and owned by an individual, the firm runs a percentage-of-AUM fee model and focuses on discretionary portfolio management alongside financial planning, pension consulting, manager selection and client education. Investment activity is dominated by pooled public vehicles—mutual funds and similar public funds—while the firm also allocates to third‑party alternative managers in real estate. Mariaca is not an active ESG investor and is not structured as a multi‑state adviser. The firm’s advisory practice emphasizes selecting external managers and constructing multi‑manager portfolios for clients rather than a single in‑house proprietary strategy.