A complete list of active advisors currently associated with Maridea Wealth Management
Warmer can help you find a great advisor at Maridea Wealth Management or one who fits your needs even better.
Maridea Wealth Management LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses and retirement plans, and also delivers retirement-plan fiduciary (ERISA) services, cash management/treasury and outsourced CFO services for businesses. As of January 9, 2026, the firm reported $958,721,478 in assets under management and advises on an additional $44,906,554 in assets under advisement. The firm’s investment work is primarily long-term and built around diversified, low-cost mutual funds and ETFs, using fundamental analysis and modern portfolio theory; Maridea may also employ individual stocks, bonds, alternatives and independent sub‑advisers to meet client objectives. Portfolios are managed on a discretionary basis with ongoing monitoring and tailored planning, and clients may place reasonable investment restrictions while the firm considers tax and rebalancing implications. Maridea’s business structure includes several atypical affiliations for a multi-team adviser: it is affiliated with Maridea Tax & Business Services, LLC for tax and business services, with Maridea Insurance Company, LLC for insurance offerings, and it controls Gagni Asset Management LLC, arrangements the ADV discloses as sources of cross-referrals and potential conflicts. The firm also maintains institutional relationships with multiple custodians (including Interactive Brokers, Schwab, Pershing, Fidelity and AssetMark), offers business-oriented CFO and treasury services, and reports a combined AUM/AUA of $1,003,628,032.
To learn more about the advisors currently working at Maridea Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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