Maridea Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Brooklyn, NY. Its latest Form ADV filing, dated March 23, 2026, reports $959M in regulatory assets under management, 48 employees, 18 offices, and 4,904 accounts.
Assets Under Management
$959M
Employees
48
Offices
18 offices
Total Clients
1,555
Primary office
BROOKLYN, NY
25 KENT AVENUE, SUITE 401, BROOKLYN, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 51.8% of total clients.
Top client categories% of clientsClients
1
Individuals
51.8%
805
2
HNWI
46.6%
725
3
Corporations
1.6%
25
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$959Mas of March 23, 2026
Discretionary97.4%
$934M
97% of total RAUM97.4%
Non-discretionary2.6%
$25M
3% of total RAUM2.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$959M
Total Accounts4,904
10Y AUM Change+$959M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees48
Clients per Employee32:1
10Y Employee Change+46 (+2300.0%)
* 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.