Maridea Wealth Management Expands Services by Bringing Tax Prep In-House and Adding Fidelity as Custodian
Brooklyn-based Maridea Wealth Management, managing $1.2 billion in assets under management (AUM), has expanded its services to include tax preparation through a newly formed affiliate entity after acquiring two firms: one based in California and another in Arizona. The firm also added Fidelity Investments as an additional custodian option for clients.
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