Maridea Wealth Management
Maridea Wealth Advisors is a best-in-class wealth advisory firm. Maridea’s wealth advisory teams help clients achieve & maintain financial peace of mind – preserving the wealth they have created & building a legacy for future generations of family & business leaders. To do so, we provide holistic, innovative & client-focused solutions. We bring together talented resources, innovative offerings & proactive advice with a single purpose in mind – to deliver confidence to our clients so they can focus on what’s most important. Our clients include individuals, families & institutions. Our wealth solutions include: • Wealth planning • Investment advisory services • Cash flow and treasury management • Multi-generational wealth planning • Risk Management • Philanthropy • Executive compensation planning • Business succession planning • Family office services • Retirement planning To learn more about us, please visit Maridea Wealth Management (“MWM”) is in process of being an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. For additional information, including fees and services, please read detailed disclosures carefully before you invest at The information included here may include statements concerning financial market trends and/or individual stocks and is based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons. Any posted content is intended strictly for informational/educational purposes. It should not be construed as investment, tax, or legal advice, a solicitation, or a recommendation to buy or sell any security or investment product. Investing involves risk and the potential to lose principal. Please contact your financial, tax, and legal professionals for more information specific to your situation.
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Verified contacts
20
available on Kipplo
LinkedIn employees
25
11 to 50 range
Open roles
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no listings
Distinct roles
13
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
20 contacts with verified email or phone · masked until revealed.
- BC
Bob Confessore
Senior Investment Advisor · Finance & Accounting
EmailPhone - BH
Bryan Hinmon
Chief Investment Officer · Finance & Accounting
EmailPhone - MW
Mier Wang
Founder & Managing Partner · Other
EmailPhone - SS
Sean Sun
President and Managing Partner · General Business & Management
EmailPhone - MM
Misty Marlowe
Director, Wealth Management Services · General Business & Management
EmailPhone - AG
Allison Gagni
Investment Advisor Rep · Finance & Accounting
EmailPhone - HE
Henry Ellis
Investment Advisor · Finance & Accounting
EmailPhone - HE
Henry Ellis
Investment Advisor · Finance & Accounting
EmailPhone - LJ
Lanie Joy Federiso
Executive Assistant · General Business & Management
EmailPhone
Showing 9 of 20 verified contacts
Top roles at Maridea Wealth Management
13 distinct titles indexed · top 10 shown.
- 2financial advisor
- 2investment advisor
- 2senior investment advisor
- 1chief investment officer
- 1director, wealth management services
- 1executive assistant
- 1founder & managing partner
- 1hyperion accounting group
- 1investment advisor rep
- 1investment advisory intern
- +3more titles
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