Locations

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.

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.

3009 Napier Pk Ste 101
San Antonio, TX 78231

323 S Gilbert Rd, Ste. 111
Gilbert, AZ 85296

1302 Madera Rd, Ste 1
Simi Valley, CA 93065

926 Town Center
New Britain, PA 18901

629 N Peninsula Dr
Daytona Beach, FL 32118

324 4th St
Marietta, OH 45750

525 5th St
Beverly, OH 45715

875 N. Michigan Ave
Ste 3100
Chicago, IL 60611

Get in touch

Address:

25 Kent Avenue, Suite 401, Brooklyn NY 11249

Email:

[email protected]

Call us

(347) 289-5227

Disclosures

Locations

3009 Napier Pk Ste 101 San Antonio, TX 78231

323 S Gilbert Rd, Ste. 111 Gilbert, AZ 85296

1302 Madera Rd, Ste 1 Simi Valley, CA 93065

926 Town Center New Britain, PA 18901

629 N Peninsula Dr Daytona Beach, FL 32118

324 4th St Marietta, OH 45750

525 5th St Beverly, OH 45715

875 N. Michigan Ave Ste 3100 Chicago, IL 60611