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Sergio Arturo Mariaca

MARIACA WEALTH MANAGEMENT, LLC·WELLINGTON, Florida
CFPSeries 24Series 7Series 65Series 63
Unclaimed Profile
1200 CORPORATE CENTER WAY, WELLINGTON, FL 33414CRD# 2966227Firm CRD# 164001
01

About

Sergio Arturo 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
03

Firm Overview

Firm
MARIACA WEALTH MANAGEMENT, LLC
MARIACA WEALTH MANAGEMENT, LLC
AUM
$212M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at MARIACA WEALTH MANAGEMENT, LLC →
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# 2966227
Firm CRD# 164001
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sergio Arturo Mariaca offer?
Sergio Arturo Mariaca specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WELLINGTON, Florida for a consultation.
What are Sergio Arturo Mariaca's credentials?
Sergio Arturo Mariaca holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Sergio Arturo Mariaca located?
Sergio Arturo 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 Sergio Arturo Mariaca charge for services?
Sergio Arturo 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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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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