$16.5M Total AUM
$16.5M Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Pathway
- Established Date
- 10-03-2014
- Office Locations
- 1
Office Locations
-- Miami FL
About Maredin Wealth Advisors
Maredin Wealth Advisors is an independent, Miami-based fiduciary RIA providing integrated wealth management for affluent families and individuals. The firm combines financial planning with portfolio construction, tax and insurance coordination, and legacy/estate planning. Portfolios lean on ETFs alongside cash and government/sovereign bonds, with custody supported through platforms such as Schwab and Interactive Brokers.
Team overview
45 AVG AGE
$16.5M AVG AUM / ADVISOR
$660.0K AVG AUM / CLIENT
11.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Horizon Oak element Meridian oak Pathway Pathway
Client Personas
Wave catalyst Meridian
Investment Themes
Harbor wave Quantum
Investment Vehicles
Alpha Pioneer radial
Services
Eagle Unison momentum Legacy Eagle Unison timber Atlas Insight Glacier capital Legacy bridge
Technology
Quantum
Owner & Executives
M
MARCELO ZINN
Chief Compliance Officer, President
- CRD
- #3168985
- Ownership
- 75% or more
(392) 863-3776
catalyst.harbor@fusioncapital.com
in linkedin.com/in/legacy-wave
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,500,000
Public Funds:
14.2% Equity - Exchange:
19.0% Cash:
17.6% Corporate - Investment Grade:
9.6% Sovereign Bonds:
23.9% Equity - OTC:
15.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $247,222,478 | 14.2% |
| Equity - Exchange | $330,790,640 | 19.0% |
| Cash | $306,416,592 | 17.6% |
| Corporate - Investment Grade | $167,136,323 | 9.6% |
| Sovereign Bonds | $416,099,804 | 23.9% |
| Equity - OTC | $273,337,529 | 15.7% |
| Total | $1,741,003,366 | 100.0% |