MARIDEA WEALTH MANAGEMENT
Firm details
- Headquarters
- Brooklynn, 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
FINTRXOverview
Maridea Wealth Management is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2024. The firm serves both individual and family clients as well as institutional clients, and describes itself as a capital allocator that selects third‑party managers on clients’ behalf. Its advisory capabilities include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Fee arrangements are flexible and include percentage‑of‑AUM billing as well as hourly and fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds63%
- Exchange Traded Equities26%
- Cash & Cash Equivalents5%
- State & Local Bonds4%
- Other2%
Owners & executives
3 of 5Robert Pagliuco
Managing Director, Chief Compliance OfficerCRD 2617931
KENNETH BAUSO
Chief Investment Officer & Investment AdvisorCRD 3129411
NICHOLAS CROW
Chief Operating OfficerCRD 6280566
Contacts
3 of 30Brian Cathcart
Investment Advisor RepresentativeCRD 8026884
Joseph Robertson
Registered RepresentativeCRD 7493533
MIER WANG
Founder & Managing PartnerCRD 6072886
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Brooklynn, NY
KINGS
Location
Brooklynn, NY
Headquartered in Brooklynn, 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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