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).
Total Assets Under Management118MILLION
Total Number of Accounts552ACCOUNTS
Average Account Value$213,138
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
CO, FL, IL, NE, NH, NY, TX
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.