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- Custodian
- Charles Schwab & Company · Interactive Brokers · Pershing
- Clients
- Retail and Institutional
- Platforms
- Quantum
- Established Date
- 01-31-2024
- Office Locations
- 16
Office Locations
About Maridea Wealth Management
Maridea Wealth Management is an independent, SEC-registered advisory firm providing comprehensive wealth management for families and institutions, including business owners, founders, and philanthropists. Services include financial planning, investment management, tax and business services, insurance/risk management, and retirement and multigenerational planning, with diversified portfolio strategies focused on managing risk and pursuing long-term returns. Client reporting via Black Diamond; custody supported through Schwab and Pershing.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ADAM PINCHAS BUTBUL
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
NICHOLAS JOHN CROW
CHIEF OPERATING OFFICER
- CRD
- #6280566
- Ownership
- Less than 5%
Frontier harbor
Vector prime
- CRD
- #21012
- Ownership
- 16.7%
Showing 2 of 6 owners & executives
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MICHAEL SHAWN ANTHONY
Advisor, Financial Advisor, General Partner
- CRD
- #5623767
KENNETH NEIL BAUSO JR
--
- CRD
- #3129411
Delta ember
Crest vertex signal
- CRD
- #64943
Showing 2 of 35 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $933,730,529 | $190,441 |
| Non-Discretionary | $24,990,949 | $24,990,949 |
| Total | $958,721,478 | $195,498 |
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Separately Managed Accounts
Total SMA Asset: $958,721,478
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,051,760,849 | 19.9% |
| Equity - Exchange | $1,088,757,461 | 20.6% |
| Cash | $1,062,331,309 | 20.1% |
| Municipal Bonds | $1,205,032,530 | 22.8% |
| Other | $877,348,246 | 16.6% |
| Total | $5,285,230,395 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT SUMMIT | BRIDGE SIGNAL | Q2EWPEG2R | FNFKW | 12.36% | $1,819,083 |
| SUMMIT FOUNDATION | LEGACY FOUNDATION | BKPRCOO4C | JLB | 6.09% | $95,331,226 |
| BRIDGE SUMMIT GLACIER | WAVE NORTH | WNY1GLWHZ | RMDW | 1.26% | $28,689,275 |
| QUANTUM UNISON | OAK FUSION | 1E8WM50QH | FOKJ | 8.90% | $78,005,467 |
| HARBOR SIGNAL | VECTOR EAGLE | GAIUR7JP6 | STNA | 6.29% | $61,057,945 |
| VECTOR VERTEX SIGNAL | RIDGE MOMENTUM | NWC1WJ4UI | ENFMB | 11.44% | $96,371,093 |
| PATHWAY MOMENTUM | RIDGE RADIAL | RUXELGNX3 | QXUE | 8.77% | $7,441,185 |
| MOMENTUM EAGLE | MERIDIAN VITAL | VO60Y2WED | JSH | 10.48% | $52,591,096 |