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| Maridea Wealth Management LLC
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| |
|---|---|
| CRD # | 325523 |
| SEC # | 801-129360 |
| CIK # | |
| AUM | $25.2 MM (2024-08-23) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 269-598-0939 |
| Address | 25 Kent Avenue Brooklyn, NY 11249 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 44 | 8.4 |
| (b) Individuals (high net worth individuals) | 18 | 14.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.5 |
| (n) Other | 0 | 0.0 |
| Total | 102 | 25.2 |
| By Discretionary | ||
| Discretionary | 102 | 25.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 102 | 25.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 25.2 | |
| Total | 102 | 25.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Metis Capital Management LLC
✚
|
NY | 0.0 |
|
Brenton Point Wealth Advisors LLC
✚
|
NY | 0.0 |
|
Amberlake Partners Sam
✚
|
0.0 | |
|
Global Listing Accelerator Securities Limited
✚
|
NY | 0.0 |
|
Raymond James Investment Counsel Ltd
✚
|
0.0 | |
|
Alooola LLC
✚
|
NJ | 0.0 |
|
Range Finance Inc
✚
|
VA | 0.0 |
|
Gunn Wealth Management LLC
✚
|
DE | 0.0 |
|
Glass Retirement Strategies Inc
✚
|
MI | 0.0 |
|
Echelon Partners USA Inc
✚
|
0.0 |