Maridea Wealth Management

RIASEC RegisteredEst. 2024

Total AUM

$959M

Discretionary

$934M

97% of AUM

Avg account

$195K

Accounts

4,904

Employees

48

Advisory reps

40

Firm details

Headquarters: Brooklyn, New York
CRD number: 325523
Registered since: January 31, 2024
Website: www.marideawealth.com
Custodians: CHARLES SCHWAB & CO., INC., PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals54.65%
HNWI42.7%
Pension & Profit Sharing Plans2.61%
Corporations / Businesses0.04%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Maridea Wealth Management is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm identifies as a capital allocator and serves a mix of individual, family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of outside advisers. Billing methods are mixed: percentage of assets under management, hourly charges and fixed fees. The firm does not identify as an active ESG investor and reports affiliations with other investment advisers, accountants and insurance companies.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds63%
Exchange Traded Equities26%
Cash & Cash Equivalents5%
State & Local Bonds4%
Other2%

Owners & executives

3 of 6

Robert Pagliuco
Managing Director, Chief Compliance OfficerCRD 2617931
Kenneth Bauso
Chief Investment Officer & Investment AdvisorCRD 3129411
Nicholas Crow
Chief Operating OfficerCRD 6280566

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Contacts

3 of 34

Thomas Mcguire
PresidentCRD 2558508
Brian Cathcart
Investment Advisor RepresentativeCRD 8026884
Joseph Robertson
Registered RepresentativeCRD 7493533

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Brooklyn, NY

Kings

Location

Brooklyn, NY

Headquartered in Brooklyn, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: Kings
Address: 25 Kent Ave
Time zone: ET (UTC-5)
Office locations

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