DBA: MARIDEA WEALTH MANAGEMENT
| Total AUM | $958.7M |
| Discretionary | $933.7M97% of AUM |
| Non-Discretionary | $25.0M |
| Client Accounts | 4,904 |
| Avg Account Size | $195K |
| Employees | 48 |
| Peak AUM | $958.7MJan 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $959M | +104.3% | — | — | |
| Discretionary AUM | $934M | ||||
| Total AUM | $958.7M |
| Discretionary | $933.7M |
| Employees | 48 |
| Client Accounts | 4904 |
| Client Range | 0 |
Address
25 KENT AVENUE
BROOKLYN NY 11249
Phone
347-289-5227
Filing History
31 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$934M
97.4% of AUM
Non-Discretionary
$25M
2.6% of AUM
Disc. mix ▲ 1.8pp vs 1 year ago
Custody
Total AUM
$959M
| — |
| — |
| Non-Disc. AUM | $25M | +22.0% | — | — |
| Total Accounts | 5k | +95.5% | — | — |
| Avg Account Size | $195,497.854 | +4.5% | — | — |
| Employees | 48 | +128.6% | +197.1% | — |
| AUM / Employee | $20M | 10.6% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $933M | +108.0% | — | — | |
| Institutional AUM | $25M | +24.1% | — | — | |
Client Count Segments | |||||
| HNW Clients | 805 | +76.1% | — | — | |
| Institutional | 25 | — | — | — | |
| Individuals | 725 | +457.7% | — | — | |