RIA · Independent channel
Maridea Wealth Management
Includes the history of Pultro Financial Management (acquired September 2026) · Park Ridge Financial (acquired August 2026) · Ashford (acquired June 2026)
Integrated wealth advisory firm acquiring client practices.
- Website
- marideawealth.com
- Regulator record
- MARIDEA WEALTH MANAGEMENT (SEC)
Recorded arrivals
3
Teams and practices joining in 2026
Recorded departures
0
Teams and practices leaving in 2026
Arrival assets
$397M
Reported practice assets · 2 of 3 disclosed
Departure assets
—
Reported practice assets · 0 of 0 disclosed
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
Arrivals came from
Origin firms, by number of teams
Arrivals 3
Teams joining Maridea Wealth Management in 2026. Open a team for its source record.
| Date | Pattern | Team / advisor(s) | From | Reported assets | Source |
|---|---|---|---|---|---|
| Sep 1 | Acquisition | Pultro Financial ManagementNew Britain, PA | Pultro Financial ManagementIndependent Broker-Dealeracquired by Maridea Wealth Management, Sep 2026 | $217M | Press Release |
| Aug 17 | Acquisition | Park Ridge FinancialChicago, IL | Park Ridge FinancialRIAacquired by Maridea Wealth Management, Aug 2026 | Undisclosed | Press Release |
| Jun 22 | Acquisition | Ashford Investment AdvisorsDaytona Beach, FL | AshfordRIAacquired by Maridea Wealth Management, Jun 2026 | $180M | InvestmentNews |
Departures 0
Teams leaving Maridea Wealth Management in 2026.
No recorded departures in 2026.
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.