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MAREDIN WEALTH ADVISORS

MAREDIN CORPORATION

CRD 163145 · SEC 802-75359

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$16.5M

Discretionary AUM

$16.5M

Team

1 total employees; 1 advisory reps

Clients

11-25

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

No

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  • SEC IAPD →

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Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals12$1.2M
High net worth individuals11$15.3M
Pension/profit sharing plans2$1K

All web addresses on file

Official SEC filing: View on IAPD