Client Relationship Summary
Maridea Wealth Management LLC (CRD: #325523)
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Disclosure Form ADV Part 2A
Maridea Wealth Management LLC (CRD: #325523)
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Form ADV 2B – Brochure Supplements (All Maridea Advisors)
👉 View Form ADV 2B – All Advisors
Form ADV 2B for Shanna Reed
👉 View Form ADV 2B – Shanna Reed
Form ADV 2B for Alden Rowe
👉 View Form ADV 2B – Alden Rowe
Maridea Wealth Management, LLC ("Maridea"), is an SEC registered investment adviser also doing business as Heritage Financial Strategies (“Heritage”). SEC registration does not imply any specific level of skill or training.
