Maridea Wealth Management Acquires Pultro Financial Management
September 1, 2026
Maridea Wealth Management acquired Pultro Financial Management (PFM), an independent wealth management practice based in New Britain, Pennsylvania, managing approximately $217 million in client assets. The deal marks Maridea’s first presence in Pennsylvania and keeps the same advisor team and office while adding Maridea’s tax services, investment research capabilities, and planning infrastructure.
- Buyers
- Maridea Wealth Management
- Targets
- Pultro Financial Management
- Sellers
- Michael Pultro
- Industry
- Financial Services
- Location
- Pennsylvania, United States
- Transaction Type
- Buyout
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