“Maridea Wealth Management” or “Maridea” refers to Maridea Holdings LLC and its subsidiaries and affiliates. Maridea Wealth Management LLC (“MWM”), Maridea Insurance Company LLC (“MIC”), and Maridea Tax and Business Services LLC (“MTBS”) are wholly owned subsidiaries and affiliates of Maridea Holdings LLC. Investment advisory services are offered through MWM, an SEC-registered investment advisor. Insurance-related services are offered through MIC. Tax preparation and business services are offered through MTBS. For additional information, please refer to the disclosure pages linked below.

View Our Form CRS (PDF) | Full Disclosures Page

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