Maridea Wealth Management
Brooklyn, NY·SEC-registered · CRD #325523
Maridea Wealth Management is an SEC-registered investment advisory firm in Brooklyn, NY managing $959M across 4.9k client accounts, with 26 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$959M
Client accounts
4.9k
Advisory staff
26
Fee model
Fee-based
How Maridea Wealth Management is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Maridea Wealth Management
How much does Maridea Wealth Management manage?
Per its most recent SEC Form ADV filing (06/05/2026), Maridea Wealth Management reports $959M in regulatory assets under management across roughly 4.9k client accounts.
How does Maridea Wealth Management charge?
Maridea Wealth Management is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Maridea Wealth Management a fiduciary?
Yes. Maridea Wealth Management is registered with the U.S. Securities and Exchange Commission (CRD #325523), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Maridea Wealth Management taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Maridea Wealth Management and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Brooklyn, NY
Profile compiled from Maridea Wealth Management's public SEC Form ADV filing (CRD #325523, filed 06/05/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Maridea Wealth Management. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Maridea Wealth Management? Claim this profile.