Brian Joseph Cathcart

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2025 → Present
  Maridea Wealth Management Llc
  Bend, OR
• 01/2025 → Present
  Maridea Insurance Company, Llc
  Bend, OR
• 12/2015 → 12/2020
  Rocky Mountain Running Company, Llc
  Fort Collins, CO
• 01/2005 → Present
  The Financial Lab
  Bend, OR

Other Businesses

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 Financial Lab; Not investment-related; Same address; Contract accounting services; President; Accounting and tax return preparation services; Approx. 10% of time during the month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-28