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VerifiedFinancial Services· Founded 2023

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market trends and/or individual stocks and is based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons.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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HeadquartersNew York, United StatesEmployees25(11 to 50)Founded year2023Websitemarideawealth.comLinkedIn profileLinkedIn

Verified contacts

20

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LinkedIn employees

25

11 to 50 range

Open roles

no listings

Distinct roles

13

indexed titles

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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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