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, SEC-registered registered investment adviser organized as an LLC. The firm serves both individual/family clients and institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Its fee arrangements include asset-based fees, hourly billing and fixed-fee engagements. The firm acts as a capital allocator, placing client capital with third-party alternative fund managers, and its filings indicate it is not positioning itself as an ESG-focused investor.
Assets & Accounts
Public Holdings
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 6
Robert Pagliuco
Managing Director, Chief Compliance OfficerCRD 2617931
Kenneth Bauso
Chief Investment Officer & Investment AdvisorCRD 3129411
Nicholas Crow
Chief Operating OfficerCRD 6280566
Contacts
3 of 31
Thomas Mcguire
PresidentCRD 2558508
Brian Cathcart
Investment Advisor RepresentativeCRD 8026884
Joseph Robertson
Registered RepresentativeCRD 7493533
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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