Firm profile

MARIACA WEALTH MANAGEMENT, LLC

WELLINGTON, FLCRD 164001Latest ADV March 11, 2026

Mariaca Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wellington, FL. Its latest Form ADV filing, dated March 11, 2026, reports $251M in regulatory assets under management, 6 employees, and 686 accounts.

Assets Under Management
$251M
Employees
6
Offices
--
Total Clients
288
Primary office
WELLINGTON, FL
1200 CORPORATE CENTER WAY, SUITE 204, WELLINGTON, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOSergio A. Mariaca

Advisory services offered

5 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

1 types reported
Asset based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 81.9% of total clients.
Top client categories% of clientsClients
1
Individuals
81.9%
236
2
HNWI
17.0%
49
3
Charitable
1.0%
3
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$251Mas of March 11, 2026
Discretionary100.0%
$251M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$251M
Total Accounts686
10Y AUM Change+$133M (+113.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees6
Clients per Employee48:1
10Y Employee Change+1 (+20.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.