Mariaca Wealth Management, LLC

Mariaca Wealth Management, LLC (CRD# 164001) is a financial advisory firm headquartered in Lake Worth, FL. They manage $102,588,283 in 524 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    103
    MILLION
  • Total Number of Accounts
    524
    ACCOUNTS
  • Average Account Value
    $195,779
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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, GA, IL, MA, 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
90
Wealthminder
score

Dana Perez (CRD# 5934784) is an Investment Advisor Representative working at Mariaca Wealth Management, LLC in Lake Worth, FL and has over 5 years of experience in the finance industry.

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