San Antonio – Colonnade

Maridea Wealth Management is comprehensive wealth management firm built on a client-first culture. The firm is dedicated to delivering industry-leading wealth management with integrity, hospitality, and a long-term commitment to clients’ financial success.

Get in touch

Address:

25 Kent Avenue, Suite 401, Brooklyn NY 11249

Email:

[email protected]

Call us

(347) 289-5227

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Disclosures

Maridea refers to Maridea Holdings LLC and its affiliated entities, including Maridea Wealth Management LLC (MWM), Maridea Insurance Company LLC (MIC), Dietz, Futrell & Walters Insurance, Inc. (DFW), Maridea Tax and Business Services LLC (MTBS), and Gagni Wealth Management LLC (Gagni). MWM is an SEC-registered investment adviser doing business as Heritage Financial Strategies (Heritage). Gagni is a Texas state-registered investment adviser. Registration does not imply a certain level of skill or training. Collectively, MWM & Gagni provide investment advisory and related services to clients nationally. Insurance-related services are offered through MIC & DFW. Tax preparation and business services are offered through MTBS. For additional information, please refer to the disclosure pages linked below.

Securities offered by Registered Representatives through Private Client Services, LLC (“PCS”), Member FINRA/SIPC. PCS and Maridea are unaffiliated entities.

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