MARIDEA WEALTH MANAGEMENT

Legal name: MARIDEA WEALTH MANAGEMENT LLC

CRD 325523File 801-129360

APPROVED

Retail clients

Custody

Filing as of Aug 14, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$958.7M

Above cohort median (national)

Discretionary AUM

$933.7M

Non-discretionary $25.0M

Clients

1,555

4,904 accounts

Employees

Above cohort median in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Jan 31, 2024
Principal office: 25 KENT AVENUE, SUITE 401, BROOKLYN, NY, 11249
Phone: 347-289-5227
Website: https://www.linkedin.com/company/vitalstone-financial/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $958.7M
Discretionary AUM: $933.7M
Non-discretionary AUM: $25.0M
Discretionary accounts: 4,903
Non-discretionary accounts: 1
Total accounts: 4,904
AUM per client: $617K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	25	$431K
High net worth individuals	725	$409.4M
Pension and profit sharing plans	Fewer than 5	$25.0M
Individuals (other than high net worth individuals)	805	$523.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

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: Yes
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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.