New York, Y – On August 15, 2023, Maridea Wealth Management (“Maridea”) announced the acquisition and closing of Gagni Asset Management (“GAM”), a fee-only wealth manager based in San Antonio, Texas. GAM has a history of achieving impressive double-digit growth within the Texas market since its founding. Led by Marlon Gagni—a seasoned professional in the securities industry—and his children Allison Gagni and Marc Gagni, the family-owned business has established itself as a key industry player in the San Antonio market. By joining forces with Maridea, GAM aims to accelerate its growth trajectory through a combination of new organic initiatives and strategic acquisitions.

About Maridea Wealth Management

Incorporated in February 2023, Maridea Wealth Management is a wholly-owned subsidiary of Maridea Global Capital Management and is an SEC-registered investment advisor that provides comprehensive wealth management services, including investment management, financial planning, estate planning, outsourced family office services, access to alternative asset classes, and more. Maridea is a mission driven organization that is endeavoring to provide the highest caliber of financial services accompanied with industry-leading hospitality and customer service. In addition to its core product offerings, Maridea uniquely partners and invests in small-to-mid scale advisors (less than $1 billion of AUM).

View Attached Report