Mariaca Wealth Management, LLC

Mariaca Wealth Management, LLC (CRD# 164001) is a financial advisory firm headquartered in Lake Worth, FL. They manage $117,652,270 in 552 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    118
    MILLION
  • Total Number of Accounts
    552
    ACCOUNTS
  • Average Account Value
    $213,138
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, FL, IL, NE, NH, NY, TX

Financial Advisors at Mariaca Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Sergio A. Mariaca
CRD#: 2966227
8401 Lake Worth Road, Suite 217, Lake Worth, FL 33467
100
Wealthminder
score
Sergio Mariaca (CRD# 2966227) is an Investment Advisor Representative working at Mariaca Wealth Management, LLC in Lake Worth, FL and has over 17 years of experience in the finance industry.
2
Dana M. Perez
CRD#: 5934784
8401 Lake Worth Road, Suite 217, Lake Worth, FL 33467
93
Wealthminder
score

Dana Perez (CRD# 5934784) is an Investment Advisor Representative working at Mariaca Wealth Management, LLC in Lake Worth, FL and has over 6 years of experience in the finance industry.

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