Client Relationship Summary
Maridea Wealth Management LLC (CRD: #325523)
👉 View CRS
Disclosure Form ADV Part 2A
Maridea Wealth Management LLC (CRD: #325523)
👉 View ADV Part 2A
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
Disclosure
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.
View Our Form CRS (PDF) | Full Disclosures Page
The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Heritage Financial Strategies does not represent the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third party technologies, sites, information and programs made available through this site. As of 2017, Shanna has become a Smartvestor Pro in affiliation with author and renowned financial advisor, Dave Ramsey.
Phone: 480 397-1184
