Sean Sun is a registered investment advisor at Maridea Wealth Management, based in Paramus, NJ, with 9 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 1,555 clients with $960M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Maridea Wealth Management charges a fee based on the value of your investments. The annual fee can be up to 2.50%, depending on the complexity of your situation, the amount you invest, and your overall relationship with Maridea. Fees may be negotiable. You'll also pay separate fees to the company that holds your assets and executes trades.
Location
Paramus, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sean is an Investment Adviser Representative for Huckleberry Capital Management, LLC and Maridea Wealth Management LLC. He also works as a consultant for AnyGo Biosciences LLC, a provider of biopharmaceutical reagents and test kits, dedicating a few hours per week.
Employment History
Current Registrations
Maridea Wealth Management
Previous Registrations
Huckleberry Capital Management, LLC
State Registrations1 state
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