Operating Company Financial Services

Maridea Wealth Management

Brooklyn, New York, United States

Maridea Wealth Management (Maridea) is an SEC-registered wealth advisory firm providing holistic wealth planning and investment advisory services, including cash flow and treasury management, multi-generational wealth planning, risk management, philanthropy, executive compensation planning, business succession planning, family office services, and retirement planning for clients nationwide.

Focus Areas
Wealth management, Retirement planning

Tracked deals

5

5 tracked deals across 2026.

Recent pace

5

5 tracked deals announced in the last 12 months.

Deal mix

Buyout

4 buyout · 1 addon

Maridea Wealth Management Acquisition Volume by Year

Last 1 years

Acquisition volume by year Annual acquisition counts for the last 1 years for Maridea Wealth Management. ~6 est. 5 2026
Actual Full-year estimate

Supporting Data

Recent Transactions

  • Maridea Wealth Management acquires River Cities Financial Services and DFW Insurance to expand into Ohio
    September 21, 2026
    Buyer
    Maridea Wealth Management
    Target
    River Cities Financial Services, Dietz, Futrell & Walters Insurance (DFW Insurance)
    Industry
    Financial Services
    Location
    Ohio, United States
    Type
    Addon

    Maridea Wealth Management expanded into Ohio by adding River Cities Financial Services and Dietz, Futrell & Walters Insurance (DFW Insurance) to its wealth management platform. The combination brings an integrated model of investment advisory and insurance services, with the local teams remaining in their existing Ohio offices.

  • Maridea Wealth Management Acquires Pultro Financial Management
    September 1, 2026
    Buyer
    Maridea Wealth Management
    Target
    Pultro Financial Management
    Seller
    Michael Pultro
    Industry
    Financial Services
    Location
    Pennsylvania, United States
    Type
    Buyout

    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.

  • Maridea Wealth Management Acquires Park Ridge Financial
    August 17, 2026
    Buyer
    Maridea Wealth Management
    Target
    Park Ridge Financial, Inc.
    Industry
    Wealth Management
    Location
    Illinois, United States
    Type
    Buyout

    Maridea Wealth Management has acquired Park Ridge Financial, a Chicago-based advisory firm providing full-service financial planning, investment management, retirement strategies, and estate conservation. The Park Ridge team will join Maridea’s existing Chicago office to expand Maridea’s local presence, while Park Ridge clients gain access to Maridea’s tax services, investment research, and broader planning infrastructure.

  • Maridea Wealth Management Acquires Ashford Investment Advisors
    June 22, 2026
    Buyer
    Maridea Wealth Management
    Target
    Ashford Investment Advisors
    Seller
    Mike Walsh, Sue Walsh
    Industry
    Financial Services
    Location
    Florida, United States
    Type
    Buyout

    Maridea Wealth Management has acquired Ashford Investment Advisors, a Daytona Beach, Florida-based wealth management firm with approximately $180 million in assets under advisement and management. The deal establishes Maridea’s first practice in Florida and keeps Ashford’s clients working with the same advisor team in the same office while gaining access to Maridea’s tax, investment research, and planning capabilities.

  • Maridea Wealth Management Acquires Chichester Financial Group to Expand Phoenix Presence
    March 16, 2026
    Buyer
    Maridea Wealth Management
    Target
    Chichester Financial Group, LLC
    Industry
    Financial Services
    Location
    Arizona, United States
    Type
    Buyout

    Maridea Wealth Management announced it has acquired Chichester Financial Group, LLC (CFG), a Phoenix-based advisory firm focused on tax-smart financial planning and tax-aware investment strategies. The deal expands Maridea’s presence in Phoenix to two offices and adds founder John J. Chichester Jr. as a Senior Financial Planner, strengthening Maridea’s retirement plan capabilities.

Related Acquisition Pages

Financial Services Buyers & Acquisitions 4 tracked deals by Maridea Wealth Management. Wealth Management Buyers & Acquisitions 1 tracked deal by Maridea Wealth Management. Acquisitions in Arizona 1 tracked deal by Maridea Wealth Management. Acquisitions in Florida 1 tracked deal by Maridea Wealth Management. Acquisitions in Illinois 1 tracked deal by Maridea Wealth Management. Acquisitions in Ohio 1 tracked deal by Maridea Wealth Management.

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