Maridea Wealth Management

Assets Under Management

$469.2M

Number of Clients

587

Number of Advisors

23

Average Client AUM

$799K

AUM per Advisor

$20.4M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Maridea Wealth Management offers customized investment advisory solutions, financial planning, and cash management services to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. They construct portfolios using mutual funds, ETFs, and individual securities, and may recommend independent managers.

Fee Structure

Minimum Investment:$100K
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
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Location

25 Kent Avenue, Suite 401, Brooklyn, NY, 11249

23 Advisors at this firm

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