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MARIACA WEALTH MANAGEMENT, LLC
CRD 164001File 801-107298
APPROVED
Retail clients
Filing as of Mar 11, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$251.1M
Below cohort median (national)
Discretionary AUM
$251.1M
Clients
288
686 accounts
Employees
6
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Feb 25, 2016
- Principal office
- 1200 CORPORATE CENTER WAY, SUITE 204, WELLINGTON, FL, 33414
- Phone
- 561-650-8061
- Website
- HTTP://WWW.MARIACAWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $251.1M
- Discretionary AUM
- $251.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 686
- Non-discretionary accounts
- 0
- Total accounts
- 686
- AUM per client
- $872K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $25.4M |
| High net worth individuals | 49 | $145.5M |
| Individuals (other than high net worth individuals) | 236 | $80.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 285 | 288 | increased by3 |
| Apr 1, 2026 | AUM | $205,171,804 | $251,123,200 | increased by$45,951,396 |
| Apr 1, 2026 | Accounts | 648 | 686 | increased by38 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 5 | 6 | increased by1 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 280 | 285 | increased by5 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $205,864,210 | $205,171,804 | decreased by$692,406 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 642 | 648 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 5 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 290 | 280 | decreased by10 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $235,692,899 | $205,864,210 | decreased by$29,828,689 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 615 | 642 | increased by27 |
| Mar 1, 2022 | Clients | 262 | 290 | increased by28 |
| Mar 1, 2022 | AUM | $201,329,335 | $235,692,899 | increased by$34,363,564 |
| Mar 1, 2022 | Accounts | 570 | 615 | increased by45 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MARIACA WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MARIACA WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.