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"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

The information provided is strictly as a courtesy. When you link to any third-party website, Maridea Wealth Management does not represent the completeness or accuracy of information provided at these sites, nor is the firm liable for any technical issues or consequences arising from your use of third-party sites. SEC registration does not imply any specific level of skill or training.

Important testimonial disclosure. The individuals featured on this website are clients of Maridea Wealth Management. They received no cash or non-cash compensation for their statements. Their experiences are their own and are not necessarily representative of any other client’s experience. Testimonials are not a guarantee of future results. Investing involves risk, including possible loss of principal. See important disclosures at Maridea Wealth Disclosures.

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