Mariaca Wealth Management, LLC

Mariaca Wealth Management, LLC (CRD# 164001) is a financial advisory firm headquartered in Lake Worth, FL. They manage $197,190,682 in 635 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
8401 Lake Worth Road, Suite 226, Lake Worth, FL 33467
http://www.fiduciaryessentials.com
By the Numbers
  • Total Assets Under Management
    197
    MILLION
  • Total Number of Accounts
    635
    ACCOUNTS
  • Average Account Value
    $310,537
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
  • Selection of other advisers (including private fund managers)
  • 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 Mariaca, financial advisor Lake Worth FL
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 Perez, financial advisor Lake Worth FL
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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