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MARIACA WEALTH MANAGEMENT, LLC
MARIACA WEALTH MANAGEMENT, LLC
WELLINGTON, Florida
·
2 registered advisors
·
CRD# 164001
SEC# 801-107298
0
561-650-8061
01
Firm Overview
AUM
$212M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at MARIACA WEALTH MANAGEMENT, LLC
2 registered advisors
Andrea Lynn Mariaca
WELLINGTON, Florida
CRD# 5112739
Sergio Arturo Mariaca
WELLINGTON, Florida
CFP
CRD# 2966227
05
Office Locations
WELLINGTON, Florida
2 advisors
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Data sourced from SEC Form ADV filings. MARIACA WEALTH MANAGEMENT, LLC (CRD# 164001) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.