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Maridea Wealth Management CRD 325523
$959M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
25 Kent Avenue Suite 401, Brooklyn, NY 11249 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-17 |
Branch Locations
25 Kent Avenue Suite 401, Brooklyn, NY 11249 • United States
Chicago, IL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. Dba Park Ridge Financial, Inc. | Chicago | IL | 01/2012 | 05/2020 |
| Securities America Advisors, Inc. Dba Park Ridge Financial, Inc. | Chicago | IL | 01/2012 | 05/2020 |
| Lpl Financial Llc Dba Park Ridge Financial, Inc. | Chicago | IL | 05/2020 | 07/2026 |
| Maridea Wealth Management Llc | Chicago | IL | 07/2026 | Present |
| Maridea Insurance Company, Llc | Chicago | IL | 07/2026 | Present |
1) Maridea Insurance Company, LLC; Not investment-related; Same address; Licensed Insurance Agent; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 2) The Oasis; Not investment-related; Sarasota, FL. 34233; Rental Property; Own property, collect rental payments; Less than 5% of time during the month. 3) Author; Not investment-related; Same address; Publish books, collect royalties from sales; Less than 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-18 |
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