Kenneth Neil Bauso

Employer firm

Maridea Wealth Management CRD 325523

$959M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Maridea Wealth Management

25 Kent Avenue Suite 401, Brooklyn, NY 11249 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-02-29

TX RA
APPROVED

Since 2024-02-29

Branch Locations

Marfa, TX • United States

25 Kent Avenue Suite 401, Brooklyn, NY 11249 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Elementum Management Llc	New York	NY	06/2010	10/2017
N/A	New York	NY	11/2017	11/2019
Huckleberry Capital Management, Llc	Marfa	TX	11/2019	Present
Meridea Wealth Management Llc	Marfa	TX	02/2024	Present

06/2010 → 10/2017

Elementum Management Llc

New York, NY
11/2017 → 11/2019

N/A

New York, NY
11/2019 → Present

Huckleberry Capital Management, Llc

Marfa, TX
02/2024 → Present

Meridea Wealth Management Llc

Marfa, TX

Previous Registrations

2019-11-04 → 2024-11-08

Huckleberry Capital Management, Llc

Marfa, TX

Other Businesses

Mr. Bauso serves as an Investment Advisor Representative for Huckleberry Capital Management, LLC since 11/2019 and with Maridea Wealth Management since 02/2024. This dual registration is strictly for transitional purposes only.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1999-01-20

S63 Uniform Securities Agent State Law Examination

1999-01-20

Designations

Certified Financial Planner
Chartered Financial Analyst

Other Names

Kenneth Neil Bauso

View on SEC IAPD