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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 October 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Maridea Wealth Management have?","answer":"Maridea Wealth Management has 26 investment adviser representatives registered with state securities authorities, out of 48 employees, and 26 perform investment advisory functions. 7 employees are registered representatives of a broker-dealer and 17 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Maridea Wealth Management invest in?","answer":"At the end of its last fiscal year, Maridea Wealth Management’s separately managed accounts held 67% registered funds (mutual funds, ETFs, BDCs), 24% exchange-traded equities, 4% cash and equivalents, 2% U.S. government and agency bonds, 2% state and local bonds and 1% other. 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