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Building 2MARIACA WEALTH MANAGEMENT, LLC

Map pinWELLINGTON, FL
Phone561-650-8061
NotebookSEC #801-107298
Total AUM
$251.1M
Employees
6
Clients
288

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1200 CORPORATE CENTER WAY
SUITE 204
WELLINGTON
FL 33414
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
561-650-8061

ReceiptFinancials

Total AUM
$251.1M
Accounts
686
Discretionary
$251.1M
Accounts
686
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
236
AUM
$80.2M
HNW Individual Clients
49
AUM
$145.5M
Charitable Organization Clients
3
AUM
$25.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLGAILMANENHNJNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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