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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Maridea Wealth Management LLC
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| CRD # | 325523 |
| SEC # | 801-129360 |
| CIK # | 0002056245 |
| AUM | $469.2 M (2025-07-15) |
| Employees | 21 (71% Investors, 24% Brokers) |
| Phone | 347-289-5227 |
| Address | 25 Kent Avenue Brooklyn, NY 11249 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 8.5 | ||
| Graniteshares Gold Trust | 6.5 | ||
| SPDR Gold Trust | 6.1 | ||
| IRIS Energy Ltd | 4.9 | ||
| Microsoft Corp | 4.6 | ||
| iShares Bitcoin Trust | 4.1 | ||
| Apple Inc | 3.8 | ||
| Purecycle Technologies Inc | 3.6 | ||
| Amazon Com Inc | 3.4 | ||
| Good Works Acquisition Corp | 3.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 457 | 142.9 |
| (b) Individuals (high net worth individuals) | 130 | 305.9 |
| (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 | 20.5 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,509 | 469.2 |
| By Discretionary | ||
| Discretionary | 2,508 | 448.7 |
| Non-Discretionary | 1 | 20.5 |
| Total | 2,509 | 469.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 469.2 | |
| Total | 2,509 | 469.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002056245] |
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