Phoenix, AZ Office

Maridea Wealth Management LLC advises individuals, high‑net‑worth clients, trusts, estates, businesses and employer‑sponsored retirement plans, serving roughly 2,100 clients through a 33‑advisor team and managing about $1.97 billion in client assets. The firm provides discretionary investment management, financial planning, retirement plan (ERISA) advisory, cash/treasury and CFO services, and coordinates tax and insurance planning through affiliated entities.

The firm typically constructs diversified, tax‑aware portfolios using low‑cost mutual funds and ETFs, may incorporate individual securities or independent sub‑advisers where appropriate, and pursues a primarily long‑term investment horizon while rebalancing as client needs dictate. Maridea supplements its process with approved AI productivity tools for research and administrative tasks under human oversight, and uses formal consent protocols — including client consent for AI meeting assistants and explicit written consent under IRC §7216 for sharing tax return information with its tax affiliate — when coordinating services across firms.

Noteworthy aspects of Maridea’s structure include its recent establishment (founded February 2023 and registered in February 2024) and rapid buildout to a multi‑advisor platform approaching $2 billion in AUM, common‑ownership affiliates that provide insurance brokerage (Maridea Insurance Company, LLC dba Dietz, Futrell & Walters) and tax/business services, and a firm policy requiring insurance recommendations to be routed through the affiliated agency with disclosure and client choice preserved. The firm also maintains institutional custodian relationships that include transition and exit‑fee support (e.g., a Schwab Client Benefit Confirmation Agreement) and discloses that some supervised persons may separately effect commissionable transactions through an affiliated broker‑dealer, with these arrangements managed through disclosure and oversight.