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| Maridea Wealth Management LLC
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|---|---|
| CRD # | 325523 |
| SEC # | 801-129360 |
| CIK # | 0002056245 |
| AUM | 958.7 M (2026-06-05) |
| Employees | 48 (54% Investors, 15% Brokers) |
| Phone | 347-289-5227 |
| Address | 25 Kent Avenue Brooklyn, NY 11249 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 11.9 | ||
| Alphabet Inc | 11.0 | ||
| Graniteshares Gold Trust | 10.7 | ||
| Amazon Com Inc | 10.0 | ||
| IRIS Energy Ltd | 9.9 | ||
| Apple Inc | 7.8 | ||
| Good Works Acquisition Corp | 7.3 | ||
| SPDR Gold Trust | 6.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 805 | 523.9 |
| (b) Individuals (high net worth individuals) | 725 | 409.4 |
| (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 | 25.0 |
| (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 | 25 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 4,904 | 958.7 |
| By Discretionary | ||
| Discretionary | 4,903 | 933.7 |
| Non-Discretionary | 1 | 25.0 |
| Total | 4,904 | 958.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 958.7 | |
| Total | 4,904 | 958.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002056245] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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IN | 963.6 M |
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Leonard Rickey Investment Advisors PLLC
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FL | 956.8 M |
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TX | 956.4 M |
|
Focus Investment Advisors Inc
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CA | 956.2 M |
|
Foresight Global Investors Inc
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NY | 955.2 M |