Company profile

Maridea Wealth Management

Trust, hospitality and fiduciary. We are an SEC-registered advisory firm that provides comprehensive financial solutions

Industry
Financial Services
Employees
32
Headquarters
Brooklyn, New York
Founded
2023
LinkedIn followers
676
Office locations
1

Maridea Wealth Management company summary

Maridea Wealth Management is a company in the Financial Services industry, headquartered in Brooklyn, New York, founded in 2023. On LinkedIn the company has around 32 employees and 676 followers.

What technology does Maridea Wealth Management use?

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About 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 www.marideawealth.com. Maridea Wealth Management, LLC (“Maridea”), is an SEC registered investment adviser providing investment advisory and related services for clients nationally. Registration does not imply any specific level of skill or training. All investments involve risk and outcomes cannot be guaranteed, including possible loss of principal. For other important disclosures, please visit: www.marideawealth.com.

Where is Maridea Wealth Management located?

Maridea Wealth Management lists 1 location.

Brooklyn, New York, USHQ
25 Kent Ave

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Frequently asked questions about Maridea Wealth Management

What does Maridea Wealth Management do?

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 www.marideawealth.com. Maridea Wealth Management, LLC (“Maridea”), is an SEC registered investment adviser providing investment advisory and related services for clients nationally. Registration does not imply any specific level of skill or training. All investments involve risk and outcomes cannot be guaranteed, including possible loss of principal. For other important disclosures, please visit: www.marideawealth.com.

How many employees does Maridea Wealth Management have?

Maridea Wealth Management has around 32 employees on LinkedIn.

Where is Maridea Wealth Management headquartered?

Maridea Wealth Management is headquartered in Brooklyn, New York.

When was Maridea Wealth Management founded?

Maridea Wealth Management was founded in 2023.

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