Mariaca Wealth Management, LLC

Mariaca Wealth Management, LLC (CRD# 164001) is a financial advisory firm headquartered in Lake Worth, FL. They manage $186,195,817 in 619 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    186
    MILLION
  • Total Number of Accounts
    619
    ACCOUNTS
  • Average Account Value
    $300,801
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
The map below shows states where this firm has explicit registration only.

CO, FL, GA, IL, MA, NE, NH, NJ, 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 226, Lake Worth, FL 33467
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 226, Lake Worth, FL 33467

Dana Perez (CRD# 5934784) is an Investment Advisor Representative working at Mariaca Wealth Management, LLC in Lake Worth, FL and has over 12 years of experience in the finance industry.

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