$251.1M Total AUM
$251.1M Disc. AUM
7.7% 3Y CAGR
6 Employees
298 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- ZenithFrontier +more
- Established Date
- 04-01-2009
- Office Locations
- 1
Office Locations
1200 Corporate Center WAY Suite 204 Wellington FL
About Mariaca Wealth Management, LLC
Mariaca Wealth Management is a fee-only, fiduciary RIA in Wellington, FL focused on pre-retirees and retirees, pairing retirement planning with ongoing investment and wealth management. The firm emphasizes tax-aware planning, coordinating key retirement decisions (including where to retire) and protecting client wealth. Also supports nonprofit retirement plan needs; custodies with Charles Schwab.
Team overview
47 AVG AGE
$125.6M AVG AUM / ADVISOR
$842.7K AVG AUM / CLIENT
14.7 yrs AVG TENURE
6 Employees
2 Advisory Reps
2 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Quantum Vertex North catalyst
Client Personas
Focus Vector vital
Custodian
Crest Legacy matrix North Legacy Bridge Fusion Meridian foundation Value timber
Fund Managers
Foundation vertex
Investment Themes
Horizon glacier Peak Peak fusion
Investment Vehicles
Foundation capital Catalyst frontier
Platform
Ridge vital
Services
Frontier insight Frontier Harbor Foundation Vertex Meridian focus Signal Horizon unison Atlas radial Vital
Technology
Glacier ember Crest Crest Alpha Alpha alpha
Owner & Executives
SERGIO ARTURO MARIACA
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #2966227
- Ownership
- 50% but less than 75%
(391) 276-5728
value.capital@zenithcapital.com
in linkedin.com/in/oak-harbor
A
ANDREA LYNN MARIACA
Director
- CRD
- --
- Ownership
- 25% but less than 50%
(785) 452-7628
wave.unison@meridiancapital.com
in linkedin.com/in/glacier-meridian
Showing 2 of 2 owners & executives
Unlock allContacts
DANA MARIE PEREZ
Financial Advisor
- CRD
- #5934784
(986) 722-9754
eagle.ridge@wavecapital.com
in linkedin.com/in/momentum-timber
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $251,123,200 | $366,069 |
| Non-Discretionary | $0 | -- |
| Total | $251,123,200 | $366,069 |
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Separately Managed Accounts
Total SMA Asset: $251,123,200
Public Funds:
31.7% Equity - Exchange:
18.1% Cash:
7.1% Corporate - Investment Grade:
27.2% Municipal Bonds:
15.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $330,827,295 | 31.7% |
| Equity - Exchange | $188,895,080 | 18.1% |
| Cash | $74,096,965 | 7.1% |
| Corporate - Investment Grade | $283,864,429 | 27.2% |
| Municipal Bonds | $165,935,457 | 15.9% |
| Total | $1,043,619,226 | 100.0% |