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MARIDEA WEALTH MANAGEMENT
MARIDEA WEALTH MANAGEMENT LLC
CRD 325523 · SEC 801-129360
25 KENT AVENUE, SUITE 401, BROOKLYN, NY, 11249, United States
Phone
347-289-5227
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$958.7M
Discretionary AUM
$933.7M
Team
48 total employees; 26 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 805 | $523.9M |
| High net worth individuals | 725 | $409.4M |
| Corporations/business entities | 25 | $431K |
States served
AZ, CA, CO, IL, LA, ME, MI, NE, NJ, NM, NY, NC, OH, OR, WV, TX, FL
All web addresses on file
- https://www.wellthywomen.org/
- https://www.linkedin.com/company/maridea-wealth-management/?viewAsMember=true
- https://www.instagram.com/wemakemoneyfun/
- https://marideawealth.com/
- https://www.vitalstonefinancial.com/
- https://www.linkedin.com/company/vitalstone-financial/
- https://www.facebook.com/people/VitalStone-Financial/100064119841640/
- https://www.facebook.com/people/Maridea-Wealth-Management/61584160497311/
- https://www.linkedin.com/company/heritage-financial-strategies/
- https://www.facebook.com/HeritageFinancialStrategies/
Official SEC filing: View on IAPD