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Andrea Lynn Mariaca

MARIACA WEALTH MANAGEMENT, LLC·WELLINGTON, Florida
Clean recordMARIACA WEALTH MANAGEMENT, LLC
1200 CORPORATE CENTER WAY, WELLINGTON, FL 33414CRD# 5112739Firm CRD# 164001

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrea Lynn Mariaca · WELLINGTON, FL
Registration
CRD #5112739 · MARIACA WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Andrea Lynn Mariaca is a registered financial advisor based in WELLINGTON, Florida, affiliated with MARIACA WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
MARIACA WEALTH MANAGEMENT, LLC
MARIACA WEALTH MANAGEMENT, LLC
AUM
$212M
Regulatory assets under management
Employees
5
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5112739
Firm CRD# 164001
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Andrea Lynn Mariaca offer?
Andrea Lynn Mariaca specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WELLINGTON, Florida for a consultation.
What are Andrea Lynn Mariaca's credentials?
Andrea Lynn Mariaca is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrea Lynn Mariaca located?
Andrea Lynn Mariaca is based in WELLINGTON, Florida, working with MARIACA WEALTH MANAGEMENT, LLC. Their office serves clients in the WELLINGTON metropolitan area and surrounding communities.
How does Andrea Lynn Mariaca charge for services?
Andrea Lynn Mariaca's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MARIACA WEALTH MANAGEMENT, LLC?
MARIACA WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $212M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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